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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 | $45,900+22.0% | $94,057-40.5% | $64,340-13.0% |
| Participation rate | 54.1% | 50.6%+3.5pp | 73.3%-19.2pp | 55.2%-1.1pp |
| Annual return | 0.00% | 50.47%-50.5pp | 480.62%-480.6pp | 24.14%-24.1pp |
| Employer contribution / active EE | $1,264 | $1,612-21.6% | $2,933-56.9% | $1,862-32.1% |
| Participant deferral / active EE | $2,558 | $2,102+21.7% | $4,709-45.7% | $2,980-14.2% |
| Admin fee / account holder | $1,427 | $3,143-54.6% | $7,244-80.3% | $3,703-61.4% |