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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 | $190,916-85.3% | $160,037-82.4% | $134,545-79.1% |
| Participation rate | 53.3% | 82.0%-28.6pp | 78.0%-24.7pp | 81.2%-27.9pp |
| Annual return | -19.98% | 552.79%-572.8pp | 408.95%-428.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,927 | $6,925-28.8% | $6,184-20.3% | $6,401-23.0% |
| Admin fee / account holder | $400 | $10,497-96.2% | $8,716-95.4% | $11,431-96.5% |