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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 | $68,294 | $133,981-49.0% | $112,249-39.2% | $134,532-49.2% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -8.46% | 47.16%-55.6pp | 27.48%-35.9pp | 418.27%-426.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,615 | $5,292+43.9% | $4,729+61.0% | $6,401+19.0% |
| Admin fee / account holder | $3,891 | $7,492-48.1% | $6,412-39.3% | $11,429-65.9% |