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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 | $21,129 | $100,262-78.9% | $81,370-74.0% | $145,897-85.5% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 10.09% | 34.52%-24.4pp | 24.85%-14.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,268 | $4,612-72.5% | $3,885-67.4% | $6,689-81.0% |
| Admin fee / account holder | $1,483 | $8,163-81.8% | $5,749-74.2% | $13,390-88.9% |