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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 | $101,653-66.7% | $147,080-77.0% | $74,459-54.5% |
| Participation rate | 38.5% | 75.6%-37.1pp | 82.2%-43.7pp | 67.2%-28.8pp |
| Annual return | 12.58% | 8754.98%-8742.4pp | 420.17%-407.6pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,670 | $7,304-49.8% | $8,066-54.5% | $4,350-15.6% |
| Admin fee / account holder | $7,719 | $1,752+340.7% | $12,989-40.6% | $1,945+296.9% |