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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 | $208,355 | $202,342+3.0% | $172,752+20.6% | $152,897+36.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 25.90% | 1029.83%-1003.9pp | 802.97%-777.1pp | 345.43%-319.5pp |
| Employer contribution / active EE | $1,958 | $5,858-66.6% | $5,144-61.9% | $4,764-58.9% |
| Participant deferral / active EE | $7,089 | $5,948+19.2% | $5,198+36.4% | $5,851+21.2% |
| Admin fee / account holder | $391 | $17,111-97.7% | $13,955-97.2% | $11,599-96.6% |