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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 | $92,082 | $29,733+209.7% | $56,025+64.4% | $80,959+13.7% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 12.49% | 35.28%-22.8pp | 1712.69%-1700.2pp | 35.67%-23.2pp |
| Employer contribution / active EE | $524 | $672-22.1% | $1,042-49.7% | $2,757-81.0% |
| Participant deferral / active EE | $2,859 | $1,229+132.5% | $1,955+46.3% | $4,300-33.5% |
| Admin fee / account holder | $413 | $2,434-83.0% | $2,828-85.4% | $6,925-94.0% |