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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 | $114,142 | $167,362-31.8% | $143,799-20.6% | $134,532-15.2% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -35.50% | 0.47%-36.0pp | -0.04%-35.5pp | 418.27%-453.8pp |
| Employer contribution / active EE | $5,443 | $5,620-3.2% | $4,952+9.9% | $4,741+14.8% |
| Participant deferral / active EE | $14,319 | $6,447+122.1% | $5,638+154.0% | $6,401+123.7% |
| Admin fee / account holder | $746 | $18,094-95.9% | $14,677-94.9% | $11,429-93.5% |