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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 | $86,192 | $63,346+36.1% | $92,240-6.6% | $70,126+22.9% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 11.98% | 530.19%-518.2pp | 176.29%-164.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,467 | $2,471-40.6% | $3,680-60.1% | $2,343-37.4% |
| Participant deferral / active EE | $9,524 | $2,854+233.7% | $3,897+144.4% | $3,332+185.8% |
| Admin fee / account holder | $9,686 | $3,841+152.2% | $5,194+86.5% | $4,645+108.5% |