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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 | $173,957 | $171,867+1.2% | $149,721+16.2% | $147,586+17.9% |
| Participation rate | 68.4% | 88.2%-19.8pp | 87.1%-18.6pp | 82.8%-14.4pp |
| Annual return | 20.37% | 2113.36%-2093.0pp | 1501.67%-1481.3pp | 578.59%-558.2pp |
| Employer contribution / active EE | $3,374 | $6,275-46.2% | $5,444-38.0% | $4,876-30.8% |
| Participant deferral / active EE | $7,231 | $7,270-0.5% | $6,568+10.1% | $5,439+32.9% |
| Admin fee / account holder | $7,632 | $13,799-44.7% | $11,282-32.4% | $10,886-29.9% |