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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 | $150,970 | $30,732+391.2% | $59,496+153.7% | $59,633+153.2% |
| Participation rate | 0.0% | 43.2%-43.2pp | 54.6%-54.6pp | 68.7%-68.7pp |
| Annual return | -2.34% | 4.47%-6.8pp | 182.05%-184.4pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $647 | $631+2.6% | $1,153-43.9% | $2,203-70.6% |
| Participant deferral / active EE | $596 | $1,183-49.6% | $1,829-67.4% | $3,192-81.3% |
| Admin fee / account holder | $600 | $2,136-71.9% | $2,232-73.1% | $4,297-86.0% |