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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 | $17,720 | $160,028-88.9% | $147,080-88.0% | $145,884-87.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 0.65% | 98.60%-97.9pp | 420.17%-419.5pp | 551.85%-551.2pp |
| Employer contribution / active EE | $4,000 | $5,286-24.3% | $4,933-18.9% | $4,662-14.2% |
| Participant deferral / active EE | $5,991 | $8,422-28.9% | $8,066-25.7% | $6,690-10.4% |
| Admin fee / account holder | $5,924 | $15,030-60.6% | $12,989-54.4% | $13,392-55.8% |