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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 | $18,765 | $88,702-78.8% | $81,780-77.1% | $145,978-87.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 5.77% | 1029.12%-1023.4pp | 776.27%-770.5pp | 550.52%-544.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,754 | $4,645-40.7% | $4,321-36.3% | $6,690-58.8% |
| Admin fee / account holder | $708 | $8,414-91.6% | $7,384-90.4% | $13,400-94.7% |