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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 | $53,853 | $134,001-59.8% | $112,258-52.0% | $134,509-60.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -18.04% | 47.15%-65.2pp | 27.47%-45.5pp | 418.13%-436.2pp |
| Employer contribution / active EE | $3,431 | $4,039-15.1% | $3,636-5.6% | $4,741-27.6% |
| Participant deferral / active EE | $14,403 | $5,291+172.2% | $4,728+204.6% | $6,400+125.0% |
| Admin fee / account holder | $4,313 | $7,491-42.4% | $6,411-32.7% | $11,427-62.3% |