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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 | $83,775 | $57,119+46.7% | $85,187-1.7% | $80,935+3.5% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.7%-67.7pp |
| Annual return | 5.55% | 21.70%-16.1pp | 66.67%-61.1pp | 35.66%-30.1pp |
| Employer contribution / active EE | $3,476 | $1,802+92.9% | $2,732+27.2% | $2,757+26.1% |
| Participant deferral / active EE | $6,907 | $3,115+121.7% | $4,525+52.6% | $4,299+60.6% |
| Admin fee / account holder | $6,192 | $4,990+24.1% | $6,162+0.5% | $6,924-10.6% |