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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 | $198,005 | $202,342-2.1% | $172,752+14.6% | $152,897+29.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.11% | 1029.83%-1012.7pp | 802.97%-785.9pp | 345.43%-328.3pp |
| Employer contribution / active EE | $9,298 | $5,858+58.7% | $5,144+80.7% | $4,764+95.2% |
| Participant deferral / active EE | $9,466 | $5,948+59.1% | $5,198+82.1% | $5,851+61.8% |
| Admin fee / account holder | $55,401 | $17,111+223.8% | $13,955+297.0% | $11,599+377.6% |