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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 | $17,822 | $96,691-81.6% | $86,656-79.4% | $139,487-87.2% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 9.69% | 106.87%-97.2pp | 593.09%-583.4pp | 373.84%-364.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,001 | $4,838-38.0% | $4,439-32.4% | $6,713-55.3% |
| Admin fee / account holder | $872 | $6,414-86.4% | $5,619-84.5% | $11,407-92.4% |