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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 | $15,709 | $88,778-82.3% | $81,844-80.8% | $145,884-89.2% |
| Participation rate | 43.5% | 75.1%-31.6pp | 72.4%-28.9pp | 80.3%-36.8pp |
| Annual return | 4.90% | 1033.03%-1028.1pp | 778.87%-774.0pp | 551.85%-546.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,291 | $4,648-7.7% | $4,323-0.8% | $6,690-35.9% |
| Admin fee / account holder | $808 | $8,430-90.4% | $7,355-89.0% | $13,392-94.0% |