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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 | $93,563 | $138,076-32.2% | $123,553-24.3% | $135,380-30.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.09% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,574 | $6,800-3.3% | $6,426+2.3% | $5,609+17.2% |
| Admin fee / account holder | $1,454 | $10,917-86.7% | $9,284-84.3% | $10,828-86.6% |