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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 | $16,227 | $92,743-82.5% | $82,744-80.4% | $134,532-87.9% |
| Participation rate | 35.3% | 75.2%-39.9pp | 72.6%-37.3pp | 81.2%-45.9pp |
| Annual return | -17.28% | 946.63%-963.9pp | 702.22%-719.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,577 | $4,802-67.2% | $4,395-64.1% | $6,401-75.4% |
| Admin fee / account holder | $1,256 | $5,977-79.0% | $5,325-76.4% | $11,429-89.0% |