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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 | $227,526 | $202,342+12.4% | $172,753+31.7% | $152,909+48.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 15.05% | 1029.88%-1014.8pp | 803.00%-787.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $1,769 | $5,857-69.8% | $5,144-65.6% | $4,764-62.9% |
| Participant deferral / active EE | $4,517 | $5,948-24.1% | $5,198-13.1% | $5,851-22.8% |
| Admin fee / account holder | $4,060 | $17,112-76.3% | $13,956-70.9% | $11,601-65.0% |