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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 | $134,998 | $105,200+28.3% | $159,474-15.3% | $85,847+57.3% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 11.79% | 45.08%-33.3pp | 263.68%-251.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $4,044 | $3,319+21.8% | $4,831-16.3% | $2,565+57.6% |
| Participant deferral / active EE | $5,864 | $5,946-1.4% | $7,353-20.2% | $3,952+48.4% |
| Admin fee / account holder | $1,352 | $6,934-80.5% | $10,802-87.5% | $6,261-78.4% |