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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 | $82,350 | $139,948-41.2% | $121,663-32.3% | $154,746-46.8% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | -7.05% | 230.52%-237.6pp | 147.54%-154.6pp | 172.34%-179.4pp |
| Employer contribution / active EE | $1,615 | $3,521-54.1% | $3,020-46.5% | $4,379-63.1% |
| Participant deferral / active EE | $2,153 | $5,629-61.8% | $4,887-55.9% | $6,730-68.0% |
| Admin fee / account holder | $557,418 | $17,321+3118.2% | $14,289+3801.0% | $14,365+3780.3% |