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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 | $136,468 | $65,566+108.1% | $86,235+58.3% | $75,177+81.5% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.0%-69.0pp | 67.2%-67.2pp |
| Annual return | 4.63% | 46.07%-41.4pp | 1170.03%-1165.4pp | 160.75%-156.1pp |
| Employer contribution / active EE | $1,741 | $1,553+12.1% | $2,381-26.9% | $2,671-34.8% |
| Participant deferral / active EE | $4,137 | $3,023+36.8% | $3,987+3.8% | $4,126+0.3% |
| Admin fee / account holder | $4,948 | $5,470-9.5% | $6,856-27.8% | $5,651-12.4% |