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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 | $45,562 | $138,075-67.0% | $123,552-63.1% | $135,379-66.3% |
| Participation rate | 13.3% | 84.7%-71.4pp | 82.3%-69.0pp | 82.6%-69.3pp |
| Annual return | -7.93% | 153.70%-161.6pp | 119.20%-127.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,666 | $6,800-46.1% | $6,426-42.9% | $5,609-34.6% |
| Admin fee / account holder | $1,144 | $10,917-89.5% | $9,285-87.7% | $10,828-89.4% |