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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 | $26,129 | $138,102-81.1% | $125,381-79.2% | $134,532-80.6% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -13.81% | 750.73%-764.5pp | 572.31%-586.1pp | 418.27%-432.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,021 | $7,801-61.3% | $7,448-59.4% | $6,401-52.8% |
| Admin fee / account holder | $404 | $11,568-96.5% | $10,007-96.0% | $11,429-96.5% |