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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 | $33,317 | $110,337-69.8% | $102,383-67.5% | $145,877-77.2% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 7.89% | 24.83%-16.9pp | 24.94%-17.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $13,758 | $4,216+226.3% | $3,870+255.5% | $4,663+195.0% |
| Participant deferral / active EE | $56,371 | $5,621+902.9% | $5,060+1014.1% | $6,691+742.5% |
| Admin fee / account holder | $1,651 | $9,750-83.1% | $8,391-80.3% | $13,402-87.7% |