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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 | $42,433 | $190,879-77.8% | $160,009-73.5% | $134,532-68.5% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -16.46% | 552.63%-569.1pp | 408.85%-425.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,472 | $6,924-35.4% | $6,183-27.7% | $6,401-30.1% |
| Admin fee / account holder | $983 | $10,495-90.6% | $8,715-88.7% | $11,429-91.4% |