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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 | $40,083 | $45,152-11.2% | $73,836-45.7% | $59,633-32.8% |
| Participation rate | 61.0% | 64.0%-3.0pp | 73.4%-12.4pp | 68.7%-7.6pp |
| Annual return | -0.17% | 27.40%-27.6pp | 2268.06%-2268.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,111 | $1,901-41.5% | $2,787-60.1% | $2,203-49.5% |
| Participant deferral / active EE | $3,725 | $2,573+44.8% | $3,583+4.0% | $3,192+16.7% |
| Admin fee / account holder | $898 | $3,515-74.5% | $4,882-81.6% | $4,297-79.1% |