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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 | $237,374 | $202,342+17.3% | $172,753+37.4% | $152,909+55.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 24.89% | 1029.88%-1005.0pp | 803.00%-778.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $2,887 | $5,857-50.7% | $5,144-43.9% | $4,764-39.4% |
| Participant deferral / active EE | $3,327 | $5,948-44.1% | $5,198-36.0% | $5,851-43.1% |
| Admin fee / account holder | $1,290 | $17,112-92.5% | $13,956-90.8% | $11,601-88.9% |