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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 | $20,931 | $149,040-86.0% | $120,225-82.6% | $137,256-84.8% |
| Participation rate | 34.8% | 75.4%-40.6pp | 69.6%-34.8pp | 80.0%-45.2pp |
| Annual return | 9.99% | 605.68%-595.7pp | 439.23%-429.2pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $951 | $4,655-79.6% | $3,999-76.2% | $6,407-85.2% |
| Admin fee / account holder | $731 | $6,348-88.5% | $5,696-87.2% | $12,270-94.0% |