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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 | $223,609 | $102,609+117.9% | $98,090+128.0% | $138,895+61.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 12.27% | 36.44%-24.2pp | 37.05%-24.8pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,532 | $3,867-34.5% | $3,606-29.8% | $4,194-39.6% |
| Participant deferral / active EE | $7,877 | $8,167-3.6% | $7,845+0.4% | $6,396+23.1% |
| Admin fee / account holder | $7,248 | $11,434-36.6% | $11,815-38.7% | $12,562-42.3% |