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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 | $42,502 | $90,607-53.1% | $79,467-46.5% | $135,380-68.6% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 82.6%-24.3pp |
| Annual return | -7.25% | 977.74%-985.0pp | 718.30%-725.6pp | 519.81%-527.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,060 | $4,050+24.9% | $3,704+36.6% | $5,609-9.8% |
| Admin fee / account holder | $4,588 | $5,895-22.2% | $5,104-10.1% | $10,828-57.6% |