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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 | $245,570 | $202,342+21.4% | $172,753+42.2% | $152,909+60.6% |
| Participation rate | 29.2% | 87.1%-57.9pp | 82.6%-53.5pp | 82.5%-53.3pp |
| Annual return | 25.71% | 1029.88%-1004.2pp | 803.00%-777.3pp | 345.46%-319.8pp |
| Employer contribution / active EE | $1,242 | $5,857-78.8% | $5,144-75.9% | $4,764-73.9% |
| Participant deferral / active EE | $3,707 | $5,948-37.7% | $5,198-28.7% | $5,851-36.7% |
| Admin fee / account holder | $1,168 | $17,112-93.2% | $13,956-91.6% | $11,601-89.9% |