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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 | $38,828 | $71,197-45.5% | $93,669-58.5% | $80,925-52.0% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.7%-67.7pp |
| Annual return | 11.43% | 11.27%+0.2pp | 133.59%-122.2pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,359 | $4,036-66.3% | $4,416-69.2% | $4,299-68.4% |
| Admin fee / account holder | $23,740 | $6,959+241.1% | $8,291+186.3% | $6,940+242.1% |