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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,397 | $77,908+19.9% | $149,696-37.6% | $75,173+24.2% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 12.09% | 31.73%-19.6pp | 134.46%-122.4pp | 160.72%-148.6pp |
| Employer contribution / active EE | $4,912 | $3,138+56.5% | $4,821+1.9% | $2,671+83.9% |
| Participant deferral / active EE | $2,463 | $3,411-27.8% | $5,682-56.7% | $4,126-40.3% |
| Admin fee / account holder | $5,860 | $5,950-1.5% | $13,212-55.6% | $5,651+3.7% |