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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 | $103,257 | $53,777+92.0% | $134,155-23.0% | $79,858+29.3% |
| Participation rate | 0.0% | 58.8%-58.8pp | 72.2%-72.2pp | 69.6%-69.6pp |
| Annual return | 4.47% | 19.01%-14.5pp | 36.34%-31.9pp | 31.72%-27.2pp |
| Employer contribution / active EE | $974 | $1,321-26.3% | $3,705-73.7% | $2,471-60.6% |
| Participant deferral / active EE | $2,490 | $2,420+2.9% | $3,500-28.8% | $3,740-33.4% |
| Admin fee / account holder | $12,356 | $3,984+210.1% | $6,685+84.8% | $5,306+132.9% |