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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 | $181,546 | $156,398+16.1% | $147,318+23.2% | $138,895+30.7% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 12.00% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $11,139 | $4,853+129.5% | $4,593+142.5% | $4,194+165.6% |
| Participant deferral / active EE | $3,532 | $8,237-57.1% | $7,906-55.3% | $6,396-44.8% |
| Admin fee / account holder | $1,026 | $14,976-93.2% | $13,708-92.5% | $12,562-91.8% |