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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 | $199,028 | $180,749+10.1% | $160,784+23.8% | $137,256+45.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 21.67% | 2234.46%-2212.8pp | 1803.92%-1782.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,416 | $4,155-41.9% | $3,733-35.3% | $4,156-41.9% |
| Participant deferral / active EE | $14,097 | $6,844+106.0% | $6,293+124.0% | $6,407+120.0% |
| Admin fee / account holder | $507 | $10,397-95.1% | $9,717-94.8% | $12,270-95.9% |