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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 | $120,497 | $172,111-30.0% | $150,298-19.8% | $137,256-12.2% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 5.48% | 69.37%-63.9pp | 62.79%-57.3pp | 220.34%-214.9pp |
| Employer contribution / active EE | $2,405 | $4,636-48.1% | $4,154-42.1% | $4,156-42.1% |
| Participant deferral / active EE | $3,004 | $6,166-51.3% | $5,453-44.9% | $6,407-53.1% |
| Admin fee / account holder | $4,588 | $16,471-72.1% | $14,116-67.5% | $12,270-62.6% |