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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 | $59,721 | $138,102-56.8% | $125,381-52.4% | $134,532-55.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.84% | 750.73%-760.6pp | 572.31%-582.1pp | 418.27%-428.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,546 | $7,801+35.2% | $7,448+41.6% | $6,401+64.8% |
| Admin fee / account holder | $2,418 | $11,568-79.1% | $10,007-75.8% | $11,429-78.8% |