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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 | $54,090 | $57,330-5.7% | $86,656-37.6% | $75,177-28.1% |
| Participation rate | 61.1% | 63.2%-2.1pp | 71.7%-10.6pp | 67.2%-6.1pp |
| Annual return | 16.97% | 2675.40%-2658.4pp | 593.09%-576.1pp | 160.75%-143.8pp |
| Employer contribution / active EE | $2,364 | $2,316+2.1% | $3,025-21.8% | $2,671-11.5% |
| Participant deferral / active EE | $3,160 | $3,320-4.8% | $4,439-28.8% | $4,126-23.4% |
| Admin fee / account holder | $5,361 | $4,115+30.3% | $5,619-4.6% | $5,651-5.1% |