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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 | $243,868 | $202,342+20.5% | $172,752+41.2% | $152,897+59.5% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 15.52% | 1029.83%-1014.3pp | 802.97%-787.4pp | 345.43%-329.9pp |
| Employer contribution / active EE | $1,462 | $5,858-75.0% | $5,144-71.6% | $4,764-69.3% |
| Participant deferral / active EE | $4,160 | $5,948-30.1% | $5,198-20.0% | $5,851-28.9% |
| Admin fee / account holder | $7,547 | $17,111-55.9% | $13,955-45.9% | $11,599-34.9% |