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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 | $36,834 | $57,352-35.8% | $83,830-56.1% | $64,173-42.6% |
| Participation rate | 0.0% | 68.6%-68.6pp | 76.1%-76.1pp | 69.6%-69.6pp |
| Annual return | -6.89% | 11.38%-18.3pp | 850.97%-857.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $951 | $2,546-62.6% | $3,631-73.8% | $2,381-60.1% |
| Participant deferral / active EE | $2,561 | $2,993-14.4% | $4,082-37.3% | $3,470-26.2% |
| Admin fee / account holder | $1,683 | $4,046-58.4% | $5,479-69.3% | $4,887-65.6% |