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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 | $79,295 | $88,778-10.7% | $81,844-3.1% | $145,884-45.6% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 8.37% | 1033.03%-1024.7pp | 778.87%-770.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,697 | $4,648-63.5% | $4,323-60.7% | $6,690-74.6% |
| Admin fee / account holder | $667 | $8,430-92.1% | $7,355-90.9% | $13,392-95.0% |