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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 | $210,230 | $180,749+16.3% | $160,784+30.8% | $137,256+53.2% |
| Participation rate | 61.1% | 80.0%-18.9pp | 77.0%-15.8pp | 80.0%-18.8pp |
| Annual return | 17.71% | 2234.46%-2216.8pp | 1803.92%-1786.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $721 | $4,155-82.7% | $3,733-80.7% | $4,156-82.7% |
| Participant deferral / active EE | $5,194 | $6,844-24.1% | $6,293-17.5% | $6,407-18.9% |
| Admin fee / account holder | $1,327 | $10,397-87.2% | $9,717-86.3% | $12,270-89.2% |