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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 | $65,358 | $56,197+16.3% | $67,652-3.4% | $59,633+9.6% |
| Participation rate | 62.9% | 71.5%-8.6pp | 75.7%-12.8pp | 68.7%-5.8pp |
| Annual return | -0.86% | 18508.10%-18509.0pp | 6625.40%-6626.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $4,646 | $1,615+187.7% | $2,266+105.1% | $2,203+110.9% |
| Participant deferral / active EE | $2,643 | $2,844-7.1% | $3,560-25.8% | $3,192-17.2% |
| Admin fee / account holder | $7,042 | $3,958+77.9% | $4,821+46.1% | $4,297+63.9% |