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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 | $65,288 | $56,197+16.2% | $67,652-3.5% | $59,633+9.5% |
| Participation rate | 61.3% | 71.5%-10.1pp | 75.7%-14.3pp | 68.7%-7.3pp |
| Annual return | 0.21% | 18508.10%-18507.9pp | 6625.40%-6625.2pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,622 | $1,615+0.5% | $2,266-28.4% | $2,203-26.3% |
| Participant deferral / active EE | $2,654 | $2,844-6.7% | $3,560-25.4% | $3,192-16.8% |
| Admin fee / account holder | $975 | $3,958-75.4% | $4,821-79.8% | $4,297-77.3% |