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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 | $35,379 | $58,241-39.3% | $81,780-56.7% | $80,911-56.3% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 10.34% | 41.73%-31.4pp | 776.27%-765.9pp | 35.63%-25.3pp |
| Employer contribution / active EE | $503 | $2,343-78.5% | $2,914-82.7% | $2,756-81.8% |
| Participant deferral / active EE | $789 | $3,283-76.0% | $4,321-81.7% | $4,297-81.6% |
| Admin fee / account holder | $2,471 | $4,973-50.3% | $7,384-66.5% | $6,935-64.4% |