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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 | $70,434 | $65,361+7.8% | $92,903-24.2% | $72,983-3.5% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,364 | $2,594-8.9% | $3,653-35.3% | $2,440-3.1% |
| Participant deferral / active EE | $2,721 | $3,128-13.0% | $4,238-35.8% | $3,608-24.6% |
| Admin fee / account holder | $1,856 | $4,251-56.3% | $5,795-68.0% | $5,124-63.8% |