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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 | $23,732 | $145,884-83.7% | $363,216-93.5% | $145,884-83.7% |
| Participation rate | 50.0% | 80.3%-30.3pp | 83.3%-33.3pp | 80.3%-30.3pp |
| Annual return | 7.47% | 551.85%-544.4pp | 10.15%-2.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $10,000-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,783 | $6,690-58.4% | $2,7830% | $6,690-58.4% |
| Admin fee / account holder | $23,251 | $13,392+73.6% | $7,750+200.0% | $13,392+73.6% |