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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 | $113,671 | $56,197+102.3% | $67,652+68.0% | $59,633+90.6% |
| Participation rate | 68.3% | 71.5%-3.2pp | 75.7%-7.4pp | 68.7%-0.4pp |
| Annual return | -2.15% | 18508.10%-18510.3pp | 6625.40%-6627.5pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $3,465 | $1,615+114.6% | $2,266+52.9% | $2,203+57.3% |
| Participant deferral / active EE | $4,611 | $2,844+62.2% | $3,560+29.5% | $3,192+44.5% |
| Admin fee / account holder | $1,036 | $3,958-73.8% | $4,821-78.5% | $4,297-75.9% |