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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 | $58,391 | $56,197+3.9% | $67,652-13.7% | $59,633-2.1% |
| Participation rate | 61.1% | 71.5%-10.4pp | 75.7%-14.6pp | 68.7%-7.6pp |
| Annual return | 0.13% | 18508.10%-18508.0pp | 6625.40%-6625.3pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $569 | $1,615-64.8% | $2,266-74.9% | $2,203-74.2% |
| Participant deferral / active EE | $3,777 | $2,844+32.8% | $3,560+6.1% | $3,192+18.3% |
| Admin fee / account holder | $4,744 | $3,958+19.9% | $4,821-1.6% | $4,297+10.4% |