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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 | $241,148 | $134,001+80.0% | $112,258+114.8% | $134,509+79.3% |
| Participation rate | 17.6% | 78.6%-60.9pp | 75.1%-57.4pp | 81.2%-63.6pp |
| Annual return | -13.39% | 47.15%-60.5pp | 27.47%-40.9pp | 418.13%-431.5pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,584 | $7,491-78.9% | $6,411-75.3% | $11,427-86.1% |