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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 | $45,773 | $171,867-73.4% | $149,721-69.4% | $147,586-69.0% |
| Participation rate | 61.1% | 88.2%-27.1pp | 87.1%-26.0pp | 82.8%-21.7pp |
| Annual return | 27.67% | 2113.36%-2085.7pp | 1501.67%-1474.0pp | 578.59%-550.9pp |
| Employer contribution / active EE | $5,274 | $6,275-15.9% | $5,444-3.1% | $4,876+8.2% |
| Participant deferral / active EE | $8,567 | $7,270+17.8% | $6,568+30.4% | $5,439+57.5% |
| Admin fee / account holder | $1,908 | $13,799-86.2% | $11,282-83.1% | $10,886-82.5% |