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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 | $192,884 | $160,028+20.5% | $147,080+31.1% | $145,884+32.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 111.95% | 98.60%+13.4pp | 420.17%-308.2pp | 551.85%-439.9pp |
| Employer contribution / active EE | $9,011 | $5,286+70.5% | $4,933+82.7% | $4,662+93.3% |
| Participant deferral / active EE | $15,700 | $8,422+86.4% | $8,066+94.6% | $6,690+134.7% |
| Admin fee / account holder | $620 | $15,030-95.9% | $12,989-95.2% | $13,392-95.4% |