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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 | $44,277 | $138,072-67.9% | $123,549-64.2% | $135,382-67.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.12% | 153.69%-160.8pp | 119.20%-126.3pp | 519.77%-526.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,527 | $6,799-48.1% | $6,426-45.1% | $5,609-37.1% |
| Admin fee / account holder | $442 | $10,917-95.9% | $9,284-95.2% | $10,829-95.9% |