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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 | $38,382 | $160,059-76.0% | $140,019-72.6% | $135,382-71.6% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -7.26% | 911.44%-918.7pp | 651.15%-658.4pp | 519.77%-527.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,946 | $7,641-61.4% | $6,927-57.5% | $5,609-47.5% |
| Admin fee / account holder | $1,804 | $13,328-86.5% | $10,705-83.2% | $10,829-83.3% |