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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 | $50,263 | $180,749-72.2% | $160,784-68.7% | $137,256-63.4% |
| Participation rate | 22.2% | 80.0%-57.8pp | 77.0%-54.7pp | 80.0%-57.7pp |
| Annual return | 2.68% | 2234.46%-2231.8pp | 1803.92%-1801.2pp | 220.34%-217.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,420 | $6,844-79.3% | $6,293-77.4% | $6,407-77.8% |
| Admin fee / account holder | $4,383 | $10,397-57.8% | $9,717-54.9% | $12,270-64.3% |