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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 | $9,108 | $57,119-84.1% | $85,187-89.3% | $80,935-88.7% |
| Participation rate | 0.0% | 56.4%-56.4pp | 67.5%-67.5pp | 67.7%-67.7pp |
| Annual return | 9.06% | 21.70%-12.6pp | 66.67%-57.6pp | 35.66%-26.6pp |
| Employer contribution / active EE | $850 | $1,802-52.8% | $2,732-68.9% | $2,757-69.2% |
| Participant deferral / active EE | $2,073 | $3,115-33.4% | $4,525-54.2% | $4,299-51.8% |
| Admin fee / account holder | $2,584 | $4,990-48.2% | $6,162-58.1% | $6,924-62.7% |