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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 | $16,949 | $97,729-82.7% | $83,830-79.8% | $135,379-87.5% |
| Participation rate | 58.8% | 80.0%-21.1pp | 76.1%-17.3pp | 82.6%-23.8pp |
| Annual return | -7.46% | 1287.52%-1295.0pp | 850.97%-858.4pp | 519.79%-527.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,498 | $4,683-25.3% | $4,082-14.3% | $5,609-37.6% |
| Admin fee / account holder | $1,677 | $6,674-74.9% | $5,479-69.4% | $10,828-84.5% |