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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 | $61,804 | $56,197+10.0% | $67,652-8.6% | $59,633+3.6% |
| Participation rate | 68.4% | 71.5%-3.1pp | 75.7%-7.3pp | 68.7%-0.3pp |
| Annual return | -1.17% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,023 | $1,615+25.3% | $2,266-10.7% | $2,203-8.2% |
| Participant deferral / active EE | $4,747 | $2,844+66.9% | $3,560+33.3% | $3,192+48.7% |
| Admin fee / account holder | $1,885 | $3,958-52.4% | $4,821-60.9% | $4,297-56.1% |