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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 | $15,726 | $92,684-83.0% | $82,706-81.0% | $134,509-88.3% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.5pp | 81.2%-39.1pp |
| Annual return | -20.84% | 945.84%-966.7pp | 701.76%-722.6pp | 418.13%-439.0pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,318 | $4,800-30.9% | $4,394-24.5% | $6,400-48.2% |
| Admin fee / account holder | $387 | $5,982-93.5% | $5,329-92.7% | $11,427-96.6% |