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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 | $98,139 | $160,028-38.7% | $147,080-33.3% | $145,884-32.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 7.47% | 98.60%-91.1pp | 420.17%-412.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $10,162 | $5,286+92.3% | $4,933+106.0% | $4,662+118.0% |
| Participant deferral / active EE | $108,159 | $8,422+1184.3% | $8,066+1240.9% | $6,690+1516.8% |
| Admin fee / account holder | $6,894 | $15,030-54.1% | $12,989-46.9% | $13,392-48.5% |