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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 | $54,798 | $45,152+21.4% | $73,836-25.8% | $59,633-8.1% |
| Participation rate | 66.7% | 64.0%+2.6pp | 73.4%-6.8pp | 68.7%-2.0pp |
| Annual return | -0.83% | 27.40%-28.2pp | 2268.06%-2268.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,272 | $1,901-33.1% | $2,787-54.4% | $2,203-42.2% |
| Participant deferral / active EE | $2,712 | $2,573+5.4% | $3,583-24.3% | $3,192-15.0% |
| Admin fee / account holder | $16,954 | $3,515+382.4% | $4,882+247.3% | $4,297+294.6% |