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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 | $175,120 | $159,934+9.5% | $147,005+19.1% | $145,959+20.0% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 84.43% | 98.24%-13.8pp | 418.76%-334.3pp | 561.95%-477.5pp |
| Employer contribution / active EE | $2,492 | $5,287-52.9% | $4,934-49.5% | $4,661-46.5% |
| Participant deferral / active EE | $7,908 | $8,427-6.2% | $8,070-2.0% | $6,689+18.2% |
| Admin fee / account holder | $2,811 | $15,053-81.3% | $13,006-78.4% | $13,398-79.0% |