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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 | $116,360 | $79,894+45.6% | $135,792-14.3% | $82,637+40.8% |
| Participation rate | 0.0% | 63.0%-63.0pp | 72.6%-72.6pp | 68.1%-68.1pp |
| Annual return | 12.03% | 17.20%-5.2pp | 25.96%-13.9pp | 53.51%-41.5pp |
| Employer contribution / active EE | $7,609 | $2,165+251.4% | $3,496+117.7% | $2,552+198.1% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,019 | $6,434-53.1% | $12,266-75.4% | $7,339-58.9% |