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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 | $56,478 | $99,009-43.0% | $86,581-34.8% | $147,585-61.7% |
| Participation rate | 38.5% | 76.3%-37.9pp | 73.5%-35.1pp | 82.8%-44.4pp |
| Annual return | 2.33% | 1312.70%-1310.4pp | 965.06%-962.7pp | 578.58%-576.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $934 | $3,972-76.5% | $3,609-74.1% | $5,439-82.8% |
| Admin fee / account holder | $8,724 | $5,709+52.8% | $4,904+77.9% | $10,886-19.9% |