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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 | $16,832 | $32,037-47.5% | $69,182-75.7% | $62,881-73.2% |
| Participation rate | 0.0% | 43.4%-43.4pp | 55.1%-55.1pp | 69.3%-69.3pp |
| Annual return | 6.11% | 15.16%-9.1pp | -21.93%+28.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $78 | $679-88.5% | $1,206-93.5% | $2,281-96.6% |
| Participant deferral / active EE | $1,074 | $1,185-9.4% | $1,897-43.4% | $3,203-66.5% |
| Admin fee / account holder | $838 | $2,608-67.9% | $2,697-68.9% | $4,296-80.5% |