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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 | $58,241-3.3% | $81,780-31.1% | $80,911-30.4% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 9.98% | 41.73%-31.7pp | 776.27%-766.3pp | 35.63%-25.6pp |
| Employer contribution / active EE | $750 | $2,343-68.0% | $2,914-74.3% | $2,756-72.8% |
| Participant deferral / active EE | $1,541 | $3,283-53.1% | $4,321-64.3% | $4,297-64.2% |
| Admin fee / account holder | $14,599 | $4,973+193.6% | $7,384+97.7% | $6,935+110.5% |