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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 | $127,827 | $56,197+127.5% | $67,652+88.9% | $59,633+114.4% |
| Participation rate | 54.3% | 71.5%-17.2pp | 75.7%-21.4pp | 68.7%-14.4pp |
| Annual return | -1.76% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,567 | $1,615-2.9% | $2,266-30.8% | $2,203-28.9% |
| Participant deferral / active EE | $3,093 | $2,844+8.8% | $3,560-13.1% | $3,192-3.1% |
| Admin fee / account holder | $10,659 | $3,958+169.3% | $4,821+121.1% | $4,297+148.1% |