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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 | $30,082 | $90,691-66.8% | $76,119-60.5% | $145,884-79.4% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 6.99% | 624.52%-617.5pp | 361.25%-354.3pp | 551.85%-544.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,226 | $5,167-56.9% | $4,259-47.7% | $6,690-66.7% |
| Admin fee / account holder | $1,829 | $8,383-78.2% | $6,421-71.5% | $13,392-86.3% |