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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 | $145,222 | $154,228-5.8% | $145,433-0.1% | $137,256+5.8% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 11.15% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $27,629 | $4,804+475.1% | $4,554+506.6% | $4,156+564.8% |
| Participant deferral / active EE | $26,313 | $8,216+220.2% | $7,897+233.2% | $6,407+310.7% |
| Admin fee / account holder | $8,882 | $14,344-38.1% | $13,129-32.4% | $12,270-27.6% |