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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 | $167,973 | $180,749-7.1% | $160,784+4.5% | $137,256+22.4% |
| Participation rate | 59.1% | 80.0%-20.9pp | 77.0%-17.9pp | 80.0%-20.9pp |
| Annual return | 15.69% | 2234.46%-2218.8pp | 1803.92%-1788.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,136 | $4,155-0.5% | $3,733+10.8% | $4,156-0.5% |
| Participant deferral / active EE | $8,057 | $6,844+17.7% | $6,293+28.0% | $6,407+25.8% |
| Admin fee / account holder | $678 | $10,397-93.5% | $9,717-93.0% | $12,270-94.5% |