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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 | $18,773 | $72,446-74.1% | $67,561-72.2% | $145,877-87.1% |
| Participation rate | 41.7% | 76.9%-35.2pp | 72.9%-31.2pp | 80.3%-38.6pp |
| Annual return | 8.50% | 7211.98%-7203.5pp | 3525.44%-3516.9pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $922 | $4,785-80.7% | $4,003-77.0% | $6,691-86.2% |
| Admin fee / account holder | $3,243 | $5,541-41.5% | $4,006-19.0% | $13,402-75.8% |