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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 | $142,583 | $108,212+31.8% | $77,513+83.9% | $158,966-10.3% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | -0.59% | 31.67%-32.3pp | 54.81%-55.4pp | 302.95%-303.5pp |
| Employer contribution / active EE | $5,550 | $1,325+318.9% | $987+462.5% | $4,762+16.5% |
| Participant deferral / active EE | $25,791 | $2,455+950.3% | $1,861+1285.8% | $5,983+331.1% |
| Admin fee / account holder | $465 | $3,709-87.5% | $2,859-83.7% | $11,250-95.9% |