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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 | $49,748 | $150,447-66.9% | $136,298-63.5% | $147,586-66.3% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 10.08% | 1049.15%-1039.1pp | 5156.27%-5146.2pp | 578.59%-568.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,316 | $6,631-65.1% | $6,247-62.9% | $5,439-57.4% |
| Admin fee / account holder | $1,344 | $10,906-87.7% | $9,244-85.5% | $10,886-87.7% |