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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 | $60,906 | $88,710-31.3% | $81,783-25.5% | $145,959-58.3% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.4%-36.6pp | 80.3%-44.6pp |
| Annual return | 9.30% | 1027.26%-1018.0pp | 775.05%-765.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,003 | $4,645-35.3% | $4,320-30.5% | $6,689-55.1% |
| Admin fee / account holder | $4,967 | $8,407-40.9% | $7,380-32.7% | $13,398-62.9% |