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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 | $189,719 | $209,888-9.6% | $189,545+0.1% | $167,553+13.2% |
| Participation rate | 53.3% | 88.7%-35.3pp | 87.8%-34.5pp | 82.1%-28.8pp |
| Annual return | 14.92% | 748.66%-733.7pp | 555.36%-540.4pp | 478.89%-464.0pp |
| Employer contribution / active EE | $1,859 | $6,915-73.1% | $6,162-69.8% | $4,840-61.6% |
| Participant deferral / active EE | $4,498 | $8,934-49.6% | $8,220-45.3% | $6,343-29.1% |
| Admin fee / account holder | $25,760 | $14,300+80.1% | $12,049+113.8% | $12,316+109.2% |