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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 | $32,794 | $93,098-64.8% | $77,081-57.5% | $134,509-75.6% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -24.18% | 62.63%-86.8pp | 42.33%-66.5pp | 418.13%-442.3pp |
| Employer contribution / active EE | $1,207 | $3,419-64.7% | $2,813-57.1% | $4,741-74.5% |
| Participant deferral / active EE | $7,937 | $5,239+51.5% | $4,428+79.2% | $6,400+24.0% |
| Admin fee / account holder | $5,716 | $6,945-17.7% | $5,427+5.3% | $11,427-50.0% |