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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 | $100,147-78.9% | $81,286-74.0% | $145,877-85.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 10.09% | 34.44%-24.3pp | 24.80%-14.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,268 | $4,607-72.5% | $3,883-67.3% | $6,691-81.0% |
| Admin fee / account holder | $1,483 | $8,201-81.9% | $5,764-74.3% | $13,402-88.9% |