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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 | $55,119 | $68,394-19.4% | $94,672-41.8% | $75,177-26.7% |
| Participation rate | 69.9% | 76.1%-6.2pp | 80.8%-10.9pp | 67.2%+2.7pp |
| Annual return | 0.00% | 616.92%-616.9pp | 156.89%-156.9pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,708 | $2,701+0.3% | $3,673-26.3% | $2,671+1.4% |
| Participant deferral / active EE | $7,096 | $6,536+8.6% | $7,417-4.3% | $4,126+72.0% |
| Admin fee / account holder | $1,941 | $5,326-63.6% | $7,222-73.1% | $5,651-65.7% |