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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 | $67,707 | $56,197+20.5% | $67,652+0.1% | $59,633+13.5% |
| Participation rate | 64.9% | 71.5%-6.6pp | 75.7%-10.8pp | 68.7%-3.8pp |
| Annual return | -1.36% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $857 | $1,615-46.9% | $2,266-62.2% | $2,203-61.1% |
| Participant deferral / active EE | $2,370 | $2,844-16.7% | $3,560-33.4% | $3,192-25.7% |
| Admin fee / account holder | $2,063 | $3,958-47.9% | $4,821-57.2% | $4,297-52.0% |