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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 | $194,544 | $99,345+95.8% | $84,753+129.5% | $273,972-29.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | -7.08% | 22.93%-30.0pp | 22.78%-29.9pp | 41.46%-48.5pp |
| Employer contribution / active EE | $16,594 | $4,214+293.8% | $3,574+364.2% | $4,869+240.8% |
| Participant deferral / active EE | $10,403 | $4,270+143.7% | $3,712+180.3% | $5,287+96.8% |
| Admin fee / account holder | $20,814 | $6,645+213.2% | $5,333+290.3% | $10,133+105.4% |