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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 | $101,591-66.7% | $147,096-77.0% | $74,429-54.5% |
| Participation rate | 38.5% | 75.5%-37.1pp | 82.2%-43.7pp | 67.2%-28.8pp |
| Annual return | 12.58% | 8746.45%-8733.9pp | 419.75%-407.2pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,670 | $7,302-49.7% | $8,071-54.5% | $4,348-15.6% |
| Admin fee / account holder | $7,719 | $1,750+341.1% | $13,005-40.6% | $1,944+297.0% |