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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 | $47,283 | $134,001-64.7% | $112,258-57.9% | $134,509-64.8% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -21.47% | 47.15%-68.6pp | 27.47%-48.9pp | 418.13%-439.6pp |
| Employer contribution / active EE | $8,806 | $4,039+118.0% | $3,636+142.2% | $4,741+85.8% |
| Participant deferral / active EE | $20,084 | $5,291+279.6% | $4,728+324.8% | $6,400+213.8% |
| Admin fee / account holder | $567 | $7,491-92.4% | $6,411-91.2% | $11,427-95.0% |