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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 | $56,337 | $58,275-3.3% | $81,844-31.2% | $80,935-30.4% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 9.98% | 41.82%-31.8pp | 778.87%-768.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $750 | $2,346-68.0% | $2,916-74.3% | $2,757-72.8% |
| Participant deferral / active EE | $1,541 | $3,285-53.1% | $4,323-64.4% | $4,299-64.2% |
| Admin fee / account holder | $14,599 | $4,749+207.4% | $7,355+98.5% | $6,924+110.8% |