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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 | $189,926 | $180,749+5.1% | $160,784+18.1% | $137,256+38.4% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 20.39% | 2234.46%-2214.1pp | 1803.92%-1783.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,809 | $4,155-56.5% | $3,733-51.5% | $4,156-56.5% |
| Participant deferral / active EE | $9,850 | $6,844+43.9% | $6,293+56.5% | $6,407+53.7% |
| Admin fee / account holder | $1,737 | $10,397-83.3% | $9,717-82.1% | $12,270-85.8% |