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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 | $99,875+6.9% | $146,866-27.3% | $86,983+22.8% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | 10.79% | 28.10%-17.3pp | 102.85%-92.1pp | 25.83%-15.0pp |
| Employer contribution / active EE | $2,606 | $3,224-19.2% | $4,425-41.1% | $2,584+0.8% |
| Participant deferral / active EE | $5,838 | $6,322-7.7% | $7,759-24.8% | $4,194+39.2% |
| Admin fee / account holder | $15,462 | $7,838+97.3% | $13,620+13.5% | $7,856+96.8% |