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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 | $24,123 | $102,663-76.5% | $86,216-72.0% | $139,466-82.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 8.48% | 1924.52%-1916.0pp | 1169.42%-1160.9pp | 373.66%-365.2pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,839 | $4,677-39.3% | $3,986-28.8% | $6,712-57.7% |
| Admin fee / account holder | $1,054 | $8,663-87.8% | $6,853-84.6% | $11,409-90.8% |