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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 | $40,681 | $72,465-43.9% | $67,575-39.8% | $145,884-72.1% |
| Participation rate | 27.8% | 76.9%-49.1pp | 72.9%-45.1pp | 80.3%-52.5pp |
| Annual return | 9.01% | 7222.56%-7213.5pp | 3528.98%-3520.0pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,327 | $4,786-51.4% | $4,003-41.9% | $6,690-65.2% |
| Admin fee / account holder | $2,887 | $5,515-47.7% | $3,993-27.7% | $13,392-78.4% |