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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 | $36,770 | $101,950-63.9% | $125,529-70.7% | $86,983-57.7% |
| Participation rate | 0.0% | 70.2%-70.2pp | 74.7%-74.7pp | 69.5%-69.5pp |
| Annual return | 13.32% | 18.29%-5.0pp | 202.56%-189.2pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,510 | $2,358-36.0% | $3,058-50.6% | $2,584-41.6% |
| Participant deferral / active EE | $3,432 | $3,862-11.2% | $4,813-28.7% | $4,194-18.2% |
| Admin fee / account holder | $7,929 | $12,791-38.0% | $16,298-51.4% | $7,856+0.9% |