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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 | $47,078 | $56,200-16.2% | $67,653-30.4% | $59,633-21.1% |
| Participation rate | 68.3% | 71.5%-3.1pp | 75.7%-7.3pp | 68.7%-0.3pp |
| Annual return | -1.57% | 18506.71%-18508.3pp | 6625.22%-6626.8pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $1,301 | $1,615-19.4% | $2,266-42.6% | $2,203-40.9% |
| Participant deferral / active EE | $3,004 | $2,843+5.7% | $3,560-15.6% | $3,192-5.9% |
| Admin fee / account holder | $2,263 | $3,959-42.8% | $4,821-53.1% | $4,297-47.3% |