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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 | $63,171 | $56,197+12.4% | $67,652-6.6% | $59,633+5.9% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | -1.75% | 18508.10%-18509.9pp | 6625.40%-6627.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,561 | $1,615-3.3% | $2,266-31.1% | $2,203-29.1% |
| Participant deferral / active EE | $3,043 | $2,844+7.0% | $3,560-14.5% | $3,192-4.7% |
| Admin fee / account holder | $412 | $3,958-89.6% | $4,821-91.4% | $4,297-90.4% |