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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 | $82,544 | $60,454+36.5% | $81,844+0.9% | $74,459+10.9% |
| Participation rate | 0.0% | 63.0%-63.0pp | 72.4%-72.4pp | 67.2%-67.2pp |
| Annual return | 10.16% | 16.87%-6.7pp | 778.87%-768.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,209 | $3,398-64.4% | $4,323-72.0% | $4,350-72.2% |
| Admin fee / account holder | $5,719 | $1,490+283.7% | $7,355-22.3% | $1,945+194.1% |