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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 | $18,763 | $39,162-52.1% | $100,671-81.4% | $59,633-68.5% |
| Participation rate | 0.0% | 55.9%-55.9pp | 70.7%-70.7pp | 68.7%-68.7pp |
| Annual return | -1.70% | 21.07%-22.8pp | 20.43%-22.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,984 | $1,992+100.0% | $3,144+26.7% | $3,192+24.8% |
| Admin fee / account holder | $663 | $2,969-77.7% | $4,850-86.3% | $4,297-84.6% |