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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 | $57,039 | $133,998-57.4% | $112,263-49.2% | $134,545-57.6% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -10.96% | 47.17%-58.1pp | 27.49%-38.4pp | 418.37%-429.3pp |
| Employer contribution / active EE | $2,291 | $4,040-43.3% | $3,636-37.0% | $4,742-51.7% |
| Participant deferral / active EE | $3,666 | $5,292-30.7% | $4,729-22.5% | $6,401-42.7% |
| Admin fee / account holder | $2,664 | $7,493-64.4% | $6,410-58.4% | $11,431-76.7% |