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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 | $13,526 | $92,766-85.4% | $82,763-83.7% | $134,545-89.9% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | -15.19% | 946.97%-962.2pp | 702.45%-717.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,733 | $4,802+61.0% | $4,395+75.9% | $6,401+20.8% |
| Admin fee / account holder | $1,425 | $5,978-76.2% | $5,325-73.2% | $11,431-87.5% |