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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 | $123,233 | $101,798+21.1% | $165,071-25.3% | $80,935+52.3% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.7%-67.7pp |
| Annual return | 10.21% | 16.73%-6.5pp | 70.17%-60.0pp | 35.66%-25.4pp |
| Employer contribution / active EE | $4,957 | $2,954+67.8% | $4,347+14.0% | $2,757+79.8% |
| Participant deferral / active EE | $10,925 | $4,476+144.1% | $6,035+81.0% | $4,299+154.1% |
| Admin fee / account holder | $1,465 | $8,221-82.2% | $12,695-88.5% | $6,924-78.8% |