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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 | $170,898 | $198,462-13.9% | $170,439+0.3% | $147,585+15.8% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 13.89% | 257.30%-243.4pp | 205.94%-192.1pp | 578.58%-564.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,796 | $5,629+20.7% | $4,939+37.6% | $5,439+24.9% |
| Admin fee / account holder | $1,281 | $16,852-92.4% | $13,881-90.8% | $10,886-88.2% |