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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 | $36,603 | $56,197-34.9% | $67,652-45.9% | $59,633-38.6% |
| Participation rate | 63.6% | 71.5%-7.8pp | 75.7%-12.0pp | 68.7%-5.0pp |
| Annual return | 40.88% | 18508.10%-18467.2pp | 6625.40%-6584.5pp | 2041.45%-2000.6pp |
| Employer contribution / active EE | $2,134 | $1,615+32.2% | $2,266-5.8% | $2,203-3.1% |
| Participant deferral / active EE | $7,738 | $2,844+172.1% | $3,560+117.4% | $3,192+142.5% |
| Admin fee / account holder | $9,431 | $3,958+138.3% | $4,821+95.6% | $4,297+119.5% |