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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 | $63,638 | $90,691-29.8% | $76,119-16.4% | $145,884-56.4% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 6.62% | 624.52%-617.9pp | 361.25%-354.6pp | 551.85%-545.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,035 | $5,167-41.3% | $4,259-28.7% | $6,690-54.6% |
| Admin fee / account holder | $127,082 | $8,383+1416.0% | $6,421+1879.1% | $13,392+848.9% |