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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 | $28,022 | $112,935-75.2% | $90,970-69.2% | $158,966-82.4% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 3.64% | 215.79%-212.2pp | 134.58%-130.9pp | 302.95%-299.3pp |
| Employer contribution / active EE | $1,435 | $2,895-50.4% | $2,122-32.4% | $4,762-69.9% |
| Participant deferral / active EE | $2,637 | $4,129-36.1% | $3,373-21.8% | $5,983-55.9% |
| Admin fee / account holder | $1,290 | $8,045-84.0% | $5,960-78.4% | $11,250-88.5% |