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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 | $200,114 | $202,342-1.1% | $172,752+15.8% | $152,897+30.9% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 19.25% | 1029.83%-1010.6pp | 802.97%-783.7pp | 345.43%-326.2pp |
| Employer contribution / active EE | $1,238 | $5,858-78.9% | $5,144-75.9% | $4,764-74.0% |
| Participant deferral / active EE | $4,903 | $5,948-17.6% | $5,198-5.7% | $5,851-16.2% |
| Admin fee / account holder | $8,263 | $17,111-51.7% | $13,955-40.8% | $11,599-28.8% |