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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 | $74,116 | $92,684-20.0% | $82,706-10.4% | $134,509-44.9% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -11.81% | 945.84%-957.6pp | 701.76%-713.6pp | 418.13%-429.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,908 | $4,800+2.3% | $4,394+11.7% | $6,400-23.3% |
| Admin fee / account holder | $312 | $5,982-94.8% | $5,329-94.1% | $11,427-97.3% |