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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 | $100,139-46.7% | $85,187-37.4% | $145,884-63.4% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 8.08% | 84.15%-76.1pp | 66.67%-58.6pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,219 | $3,238-62.3% | $2,732-55.4% | $4,662-73.9% |
| Participant deferral / active EE | $2,828 | $5,296-46.6% | $4,525-37.5% | $6,690-57.7% |
| Admin fee / account holder | $7,808 | $7,262+7.5% | $6,162+26.7% | $13,392-41.7% |