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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 | $57,193 | $45,152+26.7% | $73,836-22.5% | $59,633-4.1% |
| Participation rate | 66.2% | 64.0%+2.1pp | 73.4%-7.3pp | 68.7%-2.5pp |
| Annual return | 0.81% | 27.40%-26.6pp | 2268.06%-2267.2pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,397 | $1,901-26.5% | $2,787-49.9% | $2,203-36.6% |
| Participant deferral / active EE | $3,446 | $2,573+33.9% | $3,583-3.8% | $3,192+8.0% |
| Admin fee / account holder | $3,123 | $3,515-11.1% | $4,882-36.0% | $4,297-27.3% |