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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 | $9,488 | $29,733-68.1% | $56,025-83.1% | $80,959-88.3% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 15.34% | 35.28%-19.9pp | 1712.69%-1697.3pp | 35.67%-20.3pp |
| Employer contribution / active EE | $271 | $672-59.7% | $1,042-74.0% | $2,757-90.2% |
| Participant deferral / active EE | $1,694 | $1,229+37.8% | $1,955-13.3% | $4,300-60.6% |
| Admin fee / account holder | $180,827 | $2,434+7330.6% | $2,828+6293.4% | $6,925+2511.1% |