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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 | $28,033 | $96,678-71.0% | $86,640-67.6% | $139,466-79.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 3.07% | 106.69%-103.6pp | 592.52%-589.5pp | 373.66%-370.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,130 | $4,837-35.3% | $4,438-29.5% | $6,712-53.4% |
| Admin fee / account holder | $673 | $6,410-89.5% | $5,616-88.0% | $11,409-94.1% |