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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 | $137,116 | $149,778-8.5% | $118,946+15.3% | $158,966-13.7% |
| Participation rate | 0.0% | 82.1%-82.1pp | 75.4%-75.4pp | 82.0%-82.0pp |
| Annual return | 5.30% | 19.95%-14.6pp | 35.89%-30.6pp | 302.95%-297.6pp |
| Employer contribution / active EE | $6,793 | $4,117+65.0% | $3,263+108.1% | $4,762+42.6% |
| Participant deferral / active EE | $7,079 | $5,225+35.5% | $4,266+66.0% | $5,983+18.3% |
| Admin fee / account holder | $906 | $8,604-89.5% | $6,581-86.2% | $11,250-92.0% |