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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 | $172,339 | $155,555+10.8% | $146,866+17.3% | $155,188+11.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 4.42% | 115.41%-111.0pp | 102.85%-98.4pp | 148.84%-144.4pp |
| Employer contribution / active EE | $2,458 | $4,647-47.1% | $4,425-44.4% | $4,248-42.1% |
| Participant deferral / active EE | $5,486 | $8,044-31.8% | $7,759-29.3% | $6,531-16.0% |
| Admin fee / account holder | $2,365 | $14,755-84.0% | $13,620-82.6% | $14,480-83.7% |