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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 | $180,611 | $202,342-10.7% | $172,753+4.5% | $152,909+18.1% |
| Participation rate | 26.7% | 87.1%-60.4pp | 82.6%-56.0pp | 82.5%-55.8pp |
| Annual return | 27.80% | 1029.88%-1002.1pp | 803.00%-775.2pp | 345.46%-317.7pp |
| Employer contribution / active EE | $1,558 | $5,857-73.4% | $5,144-69.7% | $4,764-67.3% |
| Participant deferral / active EE | $3,390 | $5,948-43.0% | $5,198-34.8% | $5,851-42.1% |
| Admin fee / account holder | $5,550 | $17,112-67.6% | $13,956-60.2% | $11,601-52.2% |