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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 | $76,210 | $73,978+3.0% | $96,515-21.0% | $75,173+1.4% |
| Participation rate | 0.0% | 66.4%-66.4pp | 74.3%-74.3pp | 67.2%-67.2pp |
| Annual return | 10.74% | 26.72%-16.0pp | 35.73%-25.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $1,038 | $2,931-64.6% | $3,740-72.2% | $2,671-61.1% |
| Participant deferral / active EE | $2,600 | $3,660-29.0% | $4,880-46.7% | $4,126-37.0% |
| Admin fee / account holder | $2,270 | $5,219-56.5% | $6,735-66.3% | $5,651-59.8% |