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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 | $109,109 | $44,850+143.3% | $60,547+80.2% | $59,633+83.0% |
| Participation rate | 35.7% | 59.5%-23.8pp | 68.0%-32.2pp | 68.7%-33.0pp |
| Annual return | -0.10% | 1074.14%-1074.2pp | 335.64%-335.7pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $1,671 | $1,462+14.3% | $2,419-31.0% | $2,203-24.2% |
| Participant deferral / active EE | $3,494 | $2,230+56.7% | $3,328+5.0% | $3,192+9.5% |
| Admin fee / account holder | $4,070 | $3,635+11.9% | $4,536-10.3% | $4,297-5.3% |