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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 | $47,740 | $138,114-65.4% | $125,391-61.9% | $134,545-64.5% |
| Participation rate | 43.8% | 84.5%-40.7pp | 82.4%-38.6pp | 81.2%-37.5pp |
| Annual return | -18.86% | 750.88%-769.7pp | 572.41%-591.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,657 | $7,801-40.3% | $7,448-37.5% | $6,401-27.2% |
| Admin fee / account holder | $455 | $11,570-96.1% | $10,009-95.5% | $11,431-96.0% |