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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 | $55,181 | $135,639-59.3% | $110,241-49.9% | $135,382-59.2% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -5.49% | 513.21%-518.7pp | 314.75%-320.2pp | 519.77%-525.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,077 | $5,507-26.0% | $4,672-12.7% | $5,609-27.3% |
| Admin fee / account holder | $2,886 | $11,457-74.8% | $8,548-66.2% | $10,829-73.4% |