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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 | $157,946 | $95,404+65.6% | $113,397+39.3% | $82,637+91.1% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.5%-76.5pp | 68.1%-68.1pp |
| Annual return | 11.16% | 19.08%-7.9pp | 23.20%-12.0pp | 53.51%-42.3pp |
| Employer contribution / active EE | $2,834 | $2,307+22.8% | $2,977-4.8% | $2,552+11.0% |
| Participant deferral / active EE | $8,208 | $4,220+94.5% | $5,076+61.7% | $4,126+98.9% |
| Admin fee / account holder | $90,127 | $9,168+883.1% | $11,957+653.8% | $7,339+1128.1% |