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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 | $33,844 | $101,539-66.7% | $147,041-77.0% | $74,400-54.5% |
| Participation rate | 38.5% | 75.5%-37.1pp | 82.2%-43.7pp | 67.2%-28.8pp |
| Annual return | 12.58% | 8740.84%-8728.3pp | 419.21%-406.6pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,670 | $7,304-49.8% | $8,071-54.5% | $4,348-15.6% |
| Admin fee / account holder | $7,719 | $1,749+341.3% | $13,006-40.6% | $1,944+297.2% |