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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 | $37,095 | $92,684-60.0% | $82,706-55.1% | $134,509-72.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -7.77% | 945.84%-953.6pp | 701.76%-709.5pp | 418.13%-425.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,806 | $4,800+21.0% | $4,394+32.1% | $6,400-9.3% |
| Admin fee / account holder | $686 | $5,982-88.5% | $5,329-87.1% | $11,427-94.0% |