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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 | $54,351 | $91,037-40.3% | $71,671-24.2% | $147,586-63.2% |
| Participation rate | 0.0% | 76.1%-76.1pp | 68.7%-68.7pp | 82.8%-82.8pp |
| Annual return | 16.95% | 20.48%-3.5pp | 20.65%-3.7pp | 578.59%-561.6pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,185 | $4,498+59.7% | $3,438+109.0% | $5,439+32.1% |
| Admin fee / account holder | $4,112 | $8,613-52.3% | $5,558-26.0% | $10,886-62.2% |