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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 | $34,428 | $75,832-54.6% | $147,617-76.7% | $59,633-42.3% |
| Participation rate | 0.0% | 71.6%-71.6pp | 84.6%-84.6pp | 68.7%-68.7pp |
| Annual return | 8.77% | 0.37%+8.4pp | 61.98%-53.2pp | 2041.45%-2032.7pp |
| Employer contribution / active EE | $1,911 | $3,485-45.2% | $5,564-65.7% | $2,203-13.2% |
| Participant deferral / active EE | $2,372 | $3,131-24.2% | $4,895-51.5% | $3,192-25.7% |
| Admin fee / account holder | $1,838 | $5,986-69.3% | $11,612-84.2% | $4,297-57.2% |