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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 | $32,315 | $83,337-61.2% | $67,834-52.4% | $273,972-88.2% |
| Participation rate | 0.0% | 76.4%-76.4pp | 68.8%-68.8pp | 83.0%-83.0pp |
| Annual return | 5.45% | 259.45%-254.0pp | 138.47%-133.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $7,321 | $3,287+122.7% | $2,403+204.6% | $4,869+50.4% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,026 | $6,752-25.6% | $4,622+8.7% | $10,133-50.4% |