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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 | $12,600 | $114,130-89.0% | $96,192-86.9% | $167,553-92.5% |
| Participation rate | 16.7% | 75.1%-58.4pp | 68.4%-51.8pp | 82.1%-65.4pp |
| Annual return | 7.92% | 190.07%-182.2pp | 192.09%-184.2pp | 478.89%-471.0pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,617 | $5,198+8.1% | $4,351+29.1% | $6,343-11.4% |
| Admin fee / account holder | $350 | $6,901-94.9% | $5,539-93.7% | $12,316-97.2% |