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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 | $29,667-68.0% | $56,441-83.2% | $80,874-88.3% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 15.34% | 35.22%-19.9pp | 1704.21%-1688.9pp | 35.62%-20.3pp |
| Employer contribution / active EE | $271 | $669-59.6% | $1,039-73.9% | $2,756-90.2% |
| Participant deferral / active EE | $1,694 | $1,227+38.1% | $1,953-13.3% | $4,297-60.6% |
| Admin fee / account holder | $180,827 | $2,429+7343.2% | $2,829+6291.5% | $6,935+2507.4% |