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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 | $114,426 | $165,939-31.0% | $122,354-6.5% | $147,586-22.5% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 16.19% | 34.56%-18.4pp | 30.28%-14.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,254 | $4,005-68.7% | $3,287-61.9% | $5,439-76.9% |
| Admin fee / account holder | $2,670 | $7,425-64.0% | $5,479-51.3% | $10,886-75.5% |