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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 | $63,726 | $92,684-31.2% | $82,706-22.9% | $134,509-52.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -12.26% | 945.84%-958.1pp | 701.76%-714.0pp | 418.13%-430.4pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $974 | $4,800-79.7% | $4,394-77.8% | $6,400-84.8% |
| Admin fee / account holder | $752 | $5,982-87.4% | $5,329-85.9% | $11,427-93.4% |