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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 | $58,275-70.0% | $81,844-78.6% | $80,935-78.4% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.4%-20.4pp | 67.7%-15.7pp |
| Annual return | 15.54% | 41.82%-26.3pp | 778.87%-763.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,597 | $2,346-31.9% | $2,916-45.2% | $2,757-42.1% |
| Participant deferral / active EE | $3,271 | $3,285-0.4% | $4,323-24.4% | $4,299-23.9% |
| Admin fee / account holder | $7,695 | $4,749+62.1% | $7,355+4.6% | $6,924+11.1% |