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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 | $53,169 | $181,896-70.8% | $156,551-66.0% | $273,972-80.6% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | -1.21% | 30.74%-31.9pp | 32.23%-33.4pp | 41.46%-42.7pp |
| Employer contribution / active EE | $4,839 | $6,248-22.6% | $5,501-12.0% | $4,869-0.6% |
| Participant deferral / active EE | $5,513 | $5,550-0.7% | $4,871+13.2% | $5,287+4.3% |
| Admin fee / account holder | $4,856 | $15,560-68.8% | $13,028-62.7% | $10,133-52.1% |