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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 | $29,736-68.1% | $56,033-83.1% | $80,935-88.3% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 15.34% | 35.28%-19.9pp | 1711.38%-1696.0pp | 35.66%-20.3pp |
| Employer contribution / active EE | $271 | $671-59.7% | $1,041-74.0% | $2,757-90.2% |
| Participant deferral / active EE | $1,694 | $1,228+37.9% | $1,954-13.3% | $4,299-60.6% |
| Admin fee / account holder | $180,827 | $2,434+7330.4% | $2,827+6296.3% | $6,924+2511.5% |