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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 | $194,990 | $202,345-3.6% | $172,755+12.9% | $152,885+27.5% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 18.39% | 1029.77%-1011.4pp | 802.94%-784.6pp | 345.39%-327.0pp |
| Employer contribution / active EE | $25,009 | $5,858+326.9% | $5,144+386.2% | $4,763+425.1% |
| Participant deferral / active EE | $8,680 | $5,948+45.9% | $5,198+67.0% | $5,851+48.4% |
| Admin fee / account holder | $16,897 | $17,111-1.3% | $13,955+21.1% | $11,598+45.7% |