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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 | $206,597 | $86,298+139.4% | $111,308+85.6% | $85,847+140.7% |
| Participation rate | 0.0% | 73.3%-73.3pp | 77.3%-77.3pp | 69.3%-69.3pp |
| Annual return | 10.42% | 19.99%-9.6pp | 54.67%-44.2pp | 318.61%-308.2pp |
| Employer contribution / active EE | $1,854 | $2,044-9.3% | $2,732-32.1% | $2,565-27.7% |
| Participant deferral / active EE | $3,930 | $3,641+7.9% | $4,487-12.4% | $3,952-0.6% |
| Admin fee / account holder | $5,964 | $8,189-27.2% | $7,965-25.1% | $6,261-4.7% |