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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 | $35,211 | $60,261-41.6% | $81,783-56.9% | $74,546-52.8% |
| Participation rate | 37.6% | 62.9%-25.2pp | 72.4%-34.7pp | 67.2%-29.6pp |
| Annual return | 9.14% | 16.88%-7.7pp | 775.05%-765.9pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,452 | $3,388-57.1% | $4,320-66.4% | $4,347-66.6% |
| Admin fee / account holder | $3,465 | $1,482+133.7% | $7,380-53.1% | $1,944+78.3% |