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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 | $50,818 | $68,097-25.4% | $62,929-19.2% | $137,256-63.0% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 8.59% | 1859.11%-1850.5pp | 1063.93%-1055.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,943 | $4,553-35.3% | $3,888-24.3% | $6,407-54.1% |
| Admin fee / account holder | $1,437 | $6,521-78.0% | $5,065-71.6% | $12,270-88.3% |