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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 | $55,986 | $43,730+28.0% | $66,674-16.0% | $64,097-12.7% |
| Participation rate | 54.1% | 50.7%+3.4pp | 73.7%-19.5pp | 55.2%-1.1pp |
| Annual return | 0.00% | 53.62%-53.6pp | 321.24%-321.2pp | 34.64%-34.6pp |
| Employer contribution / active EE | $1,264 | $1,673-24.4% | $2,620-51.7% | $1,891-33.2% |
| Participant deferral / active EE | $2,558 | $2,122+20.6% | $4,084-37.4% | $3,080-17.0% |
| Admin fee / account holder | $1,427 | $2,708-47.3% | $5,098-72.0% | $3,454-58.7% |