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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 | $60,454-41.8% | $81,844-57.0% | $74,459-52.7% |
| Participation rate | 37.6% | 63.0%-25.3pp | 72.4%-34.8pp | 67.2%-29.6pp |
| Annual return | 9.14% | 16.87%-7.7pp | 778.87%-769.7pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,452 | $3,398-57.3% | $4,323-66.4% | $4,350-66.6% |
| Admin fee / account holder | $3,465 | $1,490+132.5% | $7,355-52.9% | $1,945+78.2% |