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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 | $10,820 | $88,754-87.8% | $81,820-86.8% | $145,877-92.6% |
| Participation rate | 61.1% | 75.1%-14.0pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 6.87% | 1031.77%-1024.9pp | 777.93%-771.1pp | 551.28%-544.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,231 | $4,648-9.0% | $4,323-2.1% | $6,691-36.8% |
| Admin fee / account holder | $767 | $8,424-90.9% | $7,391-89.6% | $13,402-94.3% |