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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 | $72,011 | $160,059-55.0% | $140,019-48.6% | $135,379-46.8% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.5%-26.4pp | 82.6%-21.5pp |
| Annual return | -5.46% | 911.44%-916.9pp | 651.15%-656.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,040 | $7,641-20.9% | $6,927-12.8% | $5,609+7.7% |
| Admin fee / account holder | $8,024 | $13,328-39.8% | $10,705-25.1% | $10,828-25.9% |