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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 | $16,695 | $96,388-82.7% | $80,627-79.3% | $139,466-88.0% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 3.95% | 1352.08%-1348.1pp | 936.76%-932.8pp | 373.66%-369.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,215 | $5,224-38.5% | $4,443-27.6% | $6,712-52.1% |
| Admin fee / account holder | $2,081 | $6,603-68.5% | $5,381-61.3% | $11,409-81.8% |