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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 | $190,150 | $173,526+9.6% | $136,072+39.7% | $145,884+30.3% |
| Participation rate | 29.4% | 80.4%-51.0pp | 76.4%-47.0pp | 80.3%-50.9pp |
| Annual return | 1335.61% | 1167.12%+168.5pp | 580.46%+755.2pp | 551.85%+783.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,554 | $8,711-24.8% | $7,028-6.7% | $6,690-2.0% |
| Admin fee / account holder | $3,052 | $9,665-68.4% | $6,718-54.6% | $13,392-77.2% |