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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 | $19,467 | $180,749-89.2% | $160,784-87.9% | $137,256-85.8% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 8.09% | 2234.46%-2226.4pp | 1803.92%-1795.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,173 | $6,844-82.9% | $6,293-81.4% | $6,407-81.7% |
| Admin fee / account holder | $1,130 | $10,397-89.1% | $9,717-88.4% | $12,270-90.8% |