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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 | $19,172 | $88,702-78.4% | $81,780-76.6% | $145,978-86.9% |
| Participation rate | 43.5% | 75.0%-31.6pp | 72.4%-28.9pp | 80.3%-36.8pp |
| Annual return | 8.76% | 1029.12%-1020.4pp | 776.27%-767.5pp | 550.52%-541.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,151 | $4,645-75.2% | $4,321-73.4% | $6,690-82.8% |
| Admin fee / account holder | $433 | $8,414-94.9% | $7,384-94.1% | $13,400-96.8% |