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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 | $60,870 | $56,197+8.3% | $67,652-10.0% | $59,633+2.1% |
| Participation rate | 57.1% | 71.5%-14.3pp | 75.7%-18.5pp | 68.7%-11.5pp |
| Annual return | -0.06% | 18508.10%-18508.2pp | 6625.40%-6625.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,019 | $1,615-36.9% | $2,266-55.0% | $2,203-53.7% |
| Participant deferral / active EE | $2,730 | $2,844-4.0% | $3,560-23.3% | $3,192-14.5% |
| Admin fee / account holder | $1,950 | $3,958-50.7% | $4,821-59.6% | $4,297-54.6% |