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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 | $167,384 | $133,981+24.9% | $112,249+49.1% | $134,532+24.4% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -24.00% | 47.16%-71.2pp | 27.48%-51.5pp | 418.27%-442.3pp |
| Employer contribution / active EE | $4,867 | $4,040+20.5% | $3,636+33.8% | $4,741+2.6% |
| Participant deferral / active EE | $12,600 | $5,292+138.1% | $4,729+166.4% | $6,401+96.8% |
| Admin fee / account holder | $13,222 | $7,492+76.5% | $6,412+106.2% | $11,429+15.7% |