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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 | $124,504 | $124,346+0.1% | $111,306+11.9% | $167,553-25.7% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.3%-77.3pp | 82.1%-82.1pp |
| Annual return | 8.52% | 37.46%-28.9pp | 54.67%-46.1pp | 478.89%-470.4pp |
| Employer contribution / active EE | $2,189 | $3,438-36.3% | $2,732-19.9% | $4,840-54.8% |
| Participant deferral / active EE | $8,651 | $5,182+67.0% | $4,488+92.8% | $6,343+36.4% |
| Admin fee / account holder | $1,988 | $10,623-81.3% | $7,966-75.0% | $12,316-83.9% |