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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 | $23,612 | $88,996-73.5% | $78,004-69.7% | $138,895-83.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.4%-69.4pp | 79.9%-79.9pp |
| Annual return | 9.79% | 28.03%-18.2pp | 31.07%-21.3pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,237 | $2,917-57.6% | $2,469-49.9% | $4,194-70.5% |
| Participant deferral / active EE | $1,856 | $4,724-60.7% | $4,092-54.6% | $6,396-71.0% |
| Admin fee / account holder | $1,094 | $8,807-87.6% | $7,578-85.6% | $12,562-91.3% |