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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 | $45,671 | $90,617-49.6% | $79,476-42.5% | $135,382-66.3% |
| Participation rate | 45.5% | 76.1%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | -4.09% | 977.57%-981.7pp | 718.21%-722.3pp | 519.77%-523.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,351 | $4,050-66.6% | $3,704-63.5% | $5,609-75.9% |
| Admin fee / account holder | $793 | $5,907-86.6% | $5,113-84.5% | $10,829-92.7% |