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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 | $28,109 | $190,843-85.3% | $159,981-82.4% | $134,493-79.1% |
| Participation rate | 53.3% | 81.9%-28.6pp | 78.0%-24.6pp | 81.2%-27.9pp |
| Annual return | -19.98% | 552.37%-572.3pp | 408.70%-428.7pp | 418.01%-438.0pp |
| Employer contribution / active EE | $0 | $4,993-100.0% | $4,224-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,927 | $6,923-28.8% | $6,182-20.3% | $6,400-23.0% |
| Admin fee / account holder | $400 | $10,475-96.2% | $8,700-95.4% | $11,425-96.5% |