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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 | $31,885 | $82,630-61.4% | $64,105-50.3% | $125,389-74.6% |
| Participation rate | 68.2% | 75.9%-7.7pp | 68.2%0pp | 83.2%-15.0pp |
| Annual return | -1.02% | 1489.72%-1490.7pp | 791.24%-792.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,261 | $2,671-52.8% | $1,820-30.7% | $4,866-74.1% |
| Participant deferral / active EE | $4,245 | $3,608+17.6% | $2,822+50.5% | $5,352-20.7% |
| Admin fee / account holder | $3,101 | $6,382-51.4% | $4,499-31.1% | $9,541-67.5% |