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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 | $38,425 | $124,187-69.1% | $108,410-64.6% | $167,518-77.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 0.97% | 1379.80%-1378.8pp | 905.34%-904.4pp | 478.71%-477.7pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,667 | $6,908+25.5% | $6,562+32.1% | $6,342+36.7% |
| Admin fee / account holder | $3,205 | $9,456-66.1% | $7,296-56.1% | $12,312-74.0% |