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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 | $121,095 | $57,590+110.3% | $86,233+40.4% | $82,448+46.9% |
| Participation rate | 0.0% | 57.9%-57.9pp | 69.0%-69.0pp | 68.1%-68.1pp |
| Annual return | 13.13% | 22.41%-9.3pp | 61.39%-48.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $5,523 | $1,655+233.6% | $2,504+120.5% | $2,551+116.5% |
| Participant deferral / active EE | $7,158 | $3,080+132.4% | $4,559+57.0% | $4,139+72.9% |
| Admin fee / account holder | $26,282 | $4,730+455.6% | $8,342+215.0% | $7,234+263.3% |