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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 | $83,477 | $159,978-47.8% | $147,041-43.2% | $145,978-42.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 9.42% | 98.36%-88.9pp | 419.21%-409.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,231 | $5,288-57.8% | $4,935-54.8% | $4,662-52.1% |
| Participant deferral / active EE | $8,700 | $8,429+3.2% | $8,071+7.8% | $6,690+30.1% |
| Admin fee / account holder | $791 | $15,053-94.7% | $13,006-93.9% | $13,400-94.1% |