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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 | $16,374 | $39,132-58.2% | $57,196-71.4% | $62,881-74.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | -0.74% | 9.24%-10.0pp | 14.59%-15.3pp | 20.14%-20.9pp |
| Employer contribution / active EE | $2,121 | $1,874+13.2% | $2,683-20.9% | $2,281-7.0% |
| Participant deferral / active EE | $4,132 | $2,374+74.0% | $3,096+33.5% | $3,203+29.0% |
| Admin fee / account holder | $513 | $2,594-80.2% | $3,141-83.7% | $4,296-88.1% |