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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 | $24,686 | $226,105-89.1% | $182,540-86.5% | $152,897-83.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 5.57% | 192.58%-187.0pp | 148.58%-143.0pp | 345.43%-339.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,472 | $6,370-45.5% | $5,525-37.2% | $5,851-40.7% |
| Admin fee / account holder | $3,324 | $10,706-69.0% | $8,593-61.3% | $11,599-71.3% |