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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 | $10,588 | $96,678-89.0% | $86,640-87.8% | $139,466-92.4% |
| Participation rate | 17.6% | 74.4%-56.8pp | 71.7%-54.1pp | 80.3%-62.7pp |
| Annual return | 7.18% | 106.69%-99.5pp | 592.52%-585.3pp | 373.66%-366.5pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,565 | $4,837-67.6% | $4,438-64.7% | $6,712-76.7% |
| Admin fee / account holder | $1,877 | $6,410-70.7% | $5,616-66.6% | $11,409-83.5% |