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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 | $71,836 | $100,895-28.8% | $90,430-20.6% | $158,950-54.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 2.58% | 1725.54%-1723.0pp | 1293.73%-1291.1pp | 302.91%-300.3pp |
| Employer contribution / active EE | $8,163 | $3,689+121.3% | $3,262+150.3% | $4,762+71.4% |
| Participant deferral / active EE | $37,612 | $4,347+765.2% | $3,963+849.2% | $5,983+528.7% |
| Admin fee / account holder | $23,960 | $6,505+268.3% | $5,613+326.8% | $11,248+113.0% |