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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 | $205,988 | $202,345+1.8% | $172,755+19.2% | $152,885+34.7% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 29.46% | 1029.77%-1000.3pp | 802.94%-773.5pp | 345.39%-315.9pp |
| Employer contribution / active EE | $1,759 | $5,858-70.0% | $5,144-65.8% | $4,763-63.1% |
| Participant deferral / active EE | $4,029 | $5,948-32.3% | $5,198-22.5% | $5,851-31.1% |
| Admin fee / account holder | $832 | $17,111-95.1% | $13,955-94.0% | $11,598-92.8% |