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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 | $219,950 | $202,342+8.7% | $172,752+27.3% | $152,897+43.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 22.50% | 1029.83%-1007.3pp | 802.97%-780.5pp | 345.43%-322.9pp |
| Employer contribution / active EE | $2,598 | $5,858-55.6% | $5,144-49.5% | $4,764-45.5% |
| Participant deferral / active EE | $7,875 | $5,948+32.4% | $5,198+51.5% | $5,851+34.6% |
| Admin fee / account holder | $25,982 | $17,111+51.8% | $13,955+86.2% | $11,599+124.0% |