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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 | $42,402 | $180,749-76.5% | $160,784-73.6% | $137,256-69.1% |
| Participation rate | 35.3% | 80.0%-44.7pp | 77.0%-41.7pp | 80.0%-44.7pp |
| Annual return | 9.59% | 2234.46%-2224.9pp | 1803.92%-1794.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,242 | $6,844-81.8% | $6,293-80.3% | $6,407-80.6% |
| Admin fee / account holder | $1,134 | $10,397-89.1% | $9,717-88.3% | $12,270-90.8% |