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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 | $99,542 | $92,743+7.3% | $82,744+20.3% | $134,532-26.0% |
| Participation rate | 26.1% | 75.2%-49.1pp | 72.6%-46.5pp | 81.2%-55.1pp |
| Annual return | -17.70% | 946.63%-964.3pp | 702.22%-719.9pp | 418.27%-436.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,487 | $4,802-69.0% | $4,395-66.2% | $6,401-76.8% |
| Admin fee / account holder | $924 | $5,977-84.5% | $5,325-82.7% | $11,429-91.9% |