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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 | $126,834 | $37,156+241.4% | $83,854+51.3% | $86,983+45.8% |
| Participation rate | 0.0% | 49.1%-49.1pp | 59.1%-59.1pp | 69.5%-69.5pp |
| Annual return | 14.02% | 29.88%-15.9pp | 31.39%-17.4pp | 25.83%-11.8pp |
| Employer contribution / active EE | $155 | $661-76.6% | $1,017-84.8% | $2,584-94.0% |
| Participant deferral / active EE | $875 | $1,418-38.3% | $2,035-57.0% | $4,194-79.1% |
| Admin fee / account holder | $1,041 | $2,510-58.5% | $3,197-67.4% | $7,856-86.8% |