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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 | $198,110 | $209,422-5.4% | $178,503+11.0% | $158,982+24.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 30.95% | 188.81%-157.9pp | 151.12%-120.2pp | 302.99%-272.0pp |
| Employer contribution / active EE | $19,606 | $5,707+243.5% | $5,011+291.2% | $4,763+311.6% |
| Participant deferral / active EE | $2,167 | $5,955-63.6% | $5,202-58.4% | $5,983-63.8% |
| Admin fee / account holder | $1,686 | $17,079-90.1% | $13,987-87.9% | $11,252-85.0% |