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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,853 | $138,114-81.3% | $125,391-79.4% | $134,545-80.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.67% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,714 | $7,801+11.7% | $7,448+17.0% | $6,401+36.1% |
| Admin fee / account holder | $1,166 | $11,570-89.9% | $10,009-88.4% | $11,431-89.8% |