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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 | $139,716 | $37,446+273.1% | $77,513+80.2% | $79,852+75.0% |
| Participation rate | 0.0% | 41.5%-41.5pp | 54.2%-54.2pp | 69.6%-69.6pp |
| Annual return | 14.22% | 39.76%-25.5pp | 54.81%-40.6pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $519 | $1,261-58.8% | $1,861-72.1% | $3,740-86.1% |
| Admin fee / account holder | $1,258 | $2,506-49.8% | $2,859-56.0% | $5,306-76.3% |