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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 | $201,388 | $202,342-0.5% | $172,753+16.6% | $152,909+31.7% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 22.63% | 1029.88%-1007.3pp | 803.00%-780.4pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,356 | $5,857-59.8% | $5,144-54.2% | $4,764-50.5% |
| Participant deferral / active EE | $5,154 | $5,948-13.4% | $5,198-0.8% | $5,851-11.9% |
| Admin fee / account holder | $2,026 | $17,112-88.2% | $13,956-85.5% | $11,601-82.5% |