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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 | $54,885 | $56,199-2.3% | $67,652-18.9% | $59,632-8.0% |
| Participation rate | 65.5% | 71.5%-5.9pp | 75.7%-10.1pp | 68.7%-3.2pp |
| Annual return | -0.42% | 18505.31%-18505.7pp | 6625.04%-6625.5pp | 2041.32%-2041.7pp |
| Employer contribution / active EE | $848 | $1,614-47.5% | $2,266-62.6% | $2,203-61.5% |
| Participant deferral / active EE | $2,786 | $2,844-2.0% | $3,560-21.7% | $3,192-12.7% |
| Admin fee / account holder | $3,438 | $3,958-13.2% | $4,821-28.7% | $4,297-20.0% |