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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 | $14,587 | $92,684-84.3% | $82,706-82.4% | $134,509-89.2% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.1pp | 81.2%-12.8pp |
| Annual return | -18.08% | 945.84%-963.9pp | 701.76%-719.8pp | 418.13%-436.2pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,408 | $4,800-29.0% | $4,394-22.4% | $6,400-46.8% |
| Admin fee / account holder | $1,780 | $5,982-70.2% | $5,329-66.6% | $11,427-84.4% |