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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 | $37,527 | $138,072-72.8% | $123,549-69.6% | $135,382-72.3% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -7.26% | 153.69%-160.9pp | 119.20%-126.5pp | 519.77%-527.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,655 | $6,799+12.6% | $6,426+19.1% | $5,609+36.5% |
| Admin fee / account holder | $6,071 | $10,917-44.4% | $9,284-34.6% | $10,829-43.9% |