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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 | $129,228 | $138,075-6.4% | $123,552+4.6% | $135,379-4.5% |
| Participation rate | 69.6% | 84.7%-15.2pp | 82.3%-12.7pp | 82.6%-13.1pp |
| Annual return | -6.63% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,047 | $6,800-25.8% | $6,426-21.5% | $5,609-10.0% |
| Admin fee / account holder | $340 | $10,917-96.9% | $9,285-96.3% | $10,828-96.9% |