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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 | $17,500 | $58,258-70.0% | $81,820-78.6% | $80,925-78.4% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.4%-20.4pp | 67.7%-15.7pp |
| Annual return | 15.54% | 41.76%-26.2pp | 777.93%-762.4pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,597 | $2,345-31.9% | $2,915-45.2% | $2,756-42.0% |
| Participant deferral / active EE | $3,271 | $3,284-0.4% | $4,323-24.3% | $4,299-23.9% |
| Admin fee / account holder | $7,695 | $4,976+54.6% | $7,391+4.1% | $6,940+10.9% |