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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 | $27,022 | $87,016-68.9% | $63,244-57.3% | $125,389-78.4% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.0%-71.0pp | 83.2%-83.2pp |
| Annual return | -2.24% | 21.71%-23.9pp | -70.31%+68.1pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,489 | $3,601-30.9% | $2,322+7.2% | $4,866-48.8% |
| Participant deferral / active EE | $5,881 | $3,939+49.3% | $2,953+99.1% | $5,352+9.9% |
| Admin fee / account holder | $9,898 | $11,954-17.2% | $5,893+68.0% | $9,541+3.7% |