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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 | $16,468 | $138,102-88.1% | $125,381-86.9% | $134,532-87.8% |
| Participation rate | 21.7% | 84.5%-62.8pp | 82.4%-60.6pp | 81.2%-59.5pp |
| Annual return | -14.99% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,594 | $7,801-66.8% | $7,448-65.2% | $6,401-59.5% |
| Admin fee / account holder | $3,203 | $11,568-72.3% | $10,007-68.0% | $11,429-72.0% |