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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 | $72,537 | $46,877+54.7% | $122,354-40.7% | $70,126+3.4% |
| Participation rate | 0.0% | 58.2%-58.2pp | 71.6%-71.6pp | 69.5%-69.5pp |
| Annual return | 15.42% | 24.22%-8.8pp | 30.28%-14.9pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,470 | $2,167+106.3% | $3,287+36.0% | $3,332+34.2% |
| Admin fee / account holder | $1,307 | $3,324-60.7% | $5,479-76.2% | $4,645-71.9% |