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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 | $90,462 | $26,936+235.8% | $53,647+68.6% | $71,012+27.4% |
| Participation rate | 0.0% | 21.9%-21.9pp | 56.3%-56.3pp | 58.6%-58.6pp |
| Annual return | 17.53% | 81.59%-64.1pp | 358.33%-340.8pp | 37.67%-20.1pp |
| Employer contribution / active EE | $80 | $335-76.2% | $962-91.7% | $2,348-96.6% |
| Participant deferral / active EE | $181 | $590-69.3% | $1,813-90.0% | $3,246-94.4% |
| Admin fee / account holder | $3,832 | $2,177+76.0% | $2,460+55.8% | $1,167+228.3% |