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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 | $106,813 | $106,8640% | $147,318-27.5% | $82,637+29.3% |
| Participation rate | 0.0% | 75.5%-75.5pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 10.79% | 27.49%-16.7pp | 70.43%-59.6pp | 53.51%-42.7pp |
| Employer contribution / active EE | $2,606 | $3,417-23.7% | $4,593-43.3% | $2,552+2.1% |
| Participant deferral / active EE | $5,838 | $6,496-10.1% | $7,906-26.2% | $4,126+41.5% |
| Admin fee / account holder | $15,462 | $8,415+83.8% | $13,708+12.8% | $7,339+110.7% |