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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 | $187,400 | $180,749+3.7% | $160,784+16.6% | $137,256+36.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 11.84% | 2234.46%-2222.6pp | 1803.92%-1792.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,105 | $6,844+91.5% | $6,293+108.3% | $6,407+104.6% |
| Admin fee / account holder | $729 | $10,397-93.0% | $9,717-92.5% | $12,270-94.1% |