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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 | $100,073-46.7% | $85,126-37.3% | $145,877-63.4% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 8.08% | 84.11%-76.0pp | 66.63%-58.6pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,219 | $3,236-62.3% | $2,731-55.4% | $4,663-73.9% |
| Participant deferral / active EE | $2,828 | $5,294-46.6% | $4,523-37.5% | $6,691-57.7% |
| Admin fee / account holder | $7,808 | $7,261+7.5% | $6,160+26.8% | $13,402-41.7% |