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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 | $48,585 | $109,904-55.8% | $97,167-50.0% | $145,959-66.7% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 7.16% | 243.43%-236.3pp | 75.27%-68.1pp | 561.95%-554.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,471 | $4,676+59.8% | $4,264+75.2% | $6,689+11.7% |
| Admin fee / account holder | $2,124 | $6,216-65.8% | $5,650-62.4% | $13,398-84.1% |