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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 | $53,367 | $100,203-46.7% | $85,240-37.4% | $145,897-63.4% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 8.08% | 84.28%-76.2pp | 66.75%-58.7pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,219 | $3,242-62.4% | $2,735-55.4% | $4,663-73.9% |
| Participant deferral / active EE | $2,828 | $5,299-46.6% | $4,527-37.5% | $6,689-57.7% |
| Admin fee / account holder | $7,808 | $7,265+7.5% | $6,165+26.7% | $13,390-41.7% |