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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 | $132,634-37.9% | $115,768-28.9% | $137,256-40.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | -7.05% | 160.70%-167.7pp | 100.46%-107.5pp | 220.34%-227.4pp |
| Employer contribution / active EE | $1,615 | $3,360-51.9% | $2,940-45.1% | $4,156-61.1% |
| Participant deferral / active EE | $2,153 | $5,619-61.7% | $4,917-56.2% | $6,407-66.4% |
| Admin fee / account holder | $557,418 | $15,028+3609.2% | $12,439+4381.0% | $12,270+4442.9% |