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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 | $59,522 | $44,850+32.7% | $60,547-1.7% | $59,633-0.2% |
| Participation rate | 68.8% | 59.5%+9.3pp | 68.0%+0.8pp | 68.7%+0.1pp |
| Annual return | 0.03% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $1,939 | $1,462+32.6% | $2,419-19.9% | $2,203-12.0% |
| Participant deferral / active EE | $3,590 | $2,230+61.0% | $3,328+7.9% | $3,192+12.5% |
| Admin fee / account holder | $5,703 | $3,635+56.9% | $4,536+25.7% | $4,297+32.7% |