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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 | $196,048 | $202,342-3.1% | $172,752+13.5% | $152,897+28.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 20.67% | 1029.83%-1009.2pp | 802.97%-782.3pp | 345.43%-324.8pp |
| Employer contribution / active EE | $5,700 | $5,858-2.7% | $5,144+10.8% | $4,764+19.7% |
| Participant deferral / active EE | $10,048 | $5,948+68.9% | $5,198+93.3% | $5,851+71.7% |
| Admin fee / account holder | $1,203 | $17,111-93.0% | $13,955-91.4% | $11,599-89.6% |