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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 | $147,776 | $80,983+82.5% | $96,544+53.1% | $75,177+96.6% |
| Participation rate | 36.5% | 71.8%-35.3pp | 76.0%-39.5pp | 67.2%-30.7pp |
| Annual return | 17.77% | 27.05%-9.3pp | 25.88%-8.1pp | 160.75%-143.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,775 | $3,929-29.4% | $4,851-42.8% | $4,126-32.7% |
| Admin fee / account holder | $3,641 | $6,717-45.8% | $8,254-55.9% | $5,651-35.6% |