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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 | $43,365 | $201,344-78.5% | $184,243-76.5% | $145,877-70.3% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | -39.23% | 29.01%-68.2pp | 28.82%-68.0pp | 551.28%-590.5pp |
| Employer contribution / active EE | $8,308 | $7,022+18.3% | $6,427+29.3% | $4,663+78.2% |
| Participant deferral / active EE | $13,846 | $9,807+41.2% | $9,132+51.6% | $6,691+106.9% |
| Admin fee / account holder | $20,095 | $16,382+22.7% | $13,914+44.4% | $13,402+49.9% |