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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 | $85,775 | $72,446+18.4% | $67,561+27.0% | $145,877-41.2% |
| Participation rate | 36.8% | 76.9%-40.0pp | 72.9%-36.1pp | 80.3%-43.5pp |
| Annual return | 19.34% | 7211.98%-7192.6pp | 3525.44%-3506.1pp | 551.28%-531.9pp |
| Employer contribution / active EE | $4,913 | $3,072+59.9% | $2,735+79.7% | $4,663+5.4% |
| Participant deferral / active EE | $11,051 | $4,785+131.0% | $4,003+176.1% | $6,691+65.2% |
| Admin fee / account holder | $794 | $5,541-85.7% | $4,006-80.2% | $13,402-94.1% |