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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 | $50,362 | $50,082+0.6% | $93,419-46.1% | $79,852-36.9% |
| Participation rate | 53.5% | 60.9%-7.4pp | 66.8%-13.3pp | 69.6%-16.2pp |
| Annual return | 17.96% | 24.59%-6.6pp | 78.05%-60.1pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,124 | $1,303-13.8% | $2,075-45.8% | $2,471-54.5% |
| Participant deferral / active EE | $2,086 | $2,212-5.7% | $3,126-33.3% | $3,740-44.2% |
| Admin fee / account holder | $6,616 | $3,454+91.5% | $5,230+26.5% | $5,306+24.7% |