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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 | $37,495 | $62,589-40.1% | $76,768-51.2% | $64,173-41.6% |
| Participation rate | 0.0% | 72.8%-72.8pp | 77.0%-77.0pp | 69.6%-69.6pp |
| Annual return | -9.03% | -1.95%-7.1pp | 2.43%-11.5pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,920 | $1,832+59.4% | $2,485+17.5% | $2,381+22.6% |
| Participant deferral / active EE | $6,138 | $3,145+95.2% | $3,852+59.4% | $3,470+76.9% |
| Admin fee / account holder | $718 | $4,667-84.6% | $6,675-89.2% | $4,887-85.3% |