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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 | $78,153 | $76,519+2.1% | $56,025+39.5% | $145,897-46.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 11.09% | 3017.03%-3005.9pp | 1712.69%-1701.6pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,140 | $1,383-17.6% | $1,042+9.5% | $4,663-75.5% |
| Participant deferral / active EE | $4,342 | $2,624+65.4% | $1,955+122.1% | $6,689-35.1% |
| Admin fee / account holder | $10,220 | $3,331+206.8% | $2,828+261.3% | $13,390-23.7% |