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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 | $198,762 | $202,342-1.8% | $172,752+15.1% | $152,897+30.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 13.51% | 1029.83%-1016.3pp | 802.97%-789.5pp | 345.43%-331.9pp |
| Employer contribution / active EE | $8,915 | $5,858+52.2% | $5,144+73.3% | $4,764+87.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,666 | $17,111-90.3% | $13,955-88.1% | $11,599-85.6% |