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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 | $29,873 | $68,412-56.3% | $94,679-68.4% | $75,181-60.3% |
| Participation rate | 58.8% | 76.1%-17.3pp | 80.8%-22.0pp | 67.2%-8.4pp |
| Annual return | 98.48% | 616.91%-518.4pp | 156.75%-58.3pp | 160.69%-62.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,124 | $6,537+9.0% | $7,417-4.0% | $4,126+72.7% |
| Admin fee / account holder | $1,462 | $5,326-72.6% | $7,233-79.8% | $5,650-74.1% |