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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 | $37,067 | $45,566-18.7% | $64,105-42.2% | $59,633-37.8% |
| Participation rate | 0.0% | 60.2%-60.2pp | 68.2%-68.2pp | 68.7%-68.7pp |
| Annual return | -1.12% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $312 | $934-66.6% | $1,820-82.9% | $2,203-85.8% |
| Participant deferral / active EE | $2,737 | $2,057+33.1% | $2,822-3.0% | $3,192-14.3% |
| Admin fee / account holder | $1,872 | $3,268-42.7% | $4,499-58.4% | $4,297-56.4% |