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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 | $153,135 | $181,896-15.8% | $156,551-2.2% | $273,972-44.1% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 181.98% | 30.74%+151.2pp | 32.23%+149.8pp | 41.46%+140.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,556 | $5,550-53.9% | $4,871-47.5% | $5,287-51.6% |
| Admin fee / account holder | $334 | $15,560-97.9% | $13,028-97.4% | $10,133-96.7% |