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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 | $88,815-31.4% | $81,882-25.6% | $145,897-58.3% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 9.30% | 1033.75%-1024.4pp | 779.47%-770.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,003 | $4,647-35.4% | $4,323-30.5% | $6,689-55.1% |
| Admin fee / account holder | $4,967 | $8,434-41.1% | $7,360-32.5% | $13,390-62.9% |