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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 | $52,208 | $190,879-72.6% | $160,009-67.4% | $134,532-61.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -16.65% | 552.63%-569.3pp | 408.85%-425.5pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,387 | $6,924-36.6% | $6,183-29.0% | $6,401-31.5% |
| Admin fee / account holder | $1,308 | $10,495-87.5% | $8,715-85.0% | $11,429-88.6% |