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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 | $194,907 | $81,358+139.6% | $155,556+25.3% | $80,959+140.7% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 8.62% | 33.39%-24.8pp | 64.84%-56.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $820 | $3,106-73.6% | $4,675-82.5% | $2,757-70.3% |
| Participant deferral / active EE | $1,671 | $3,455-51.7% | $5,631-70.3% | $4,300-61.2% |
| Admin fee / account holder | $10,335 | $7,994+29.3% | $15,885-34.9% | $6,925+49.2% |