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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 | $22,156 | $88,778-75.0% | $81,844-72.9% | $145,884-84.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 0.64% | 1033.03%-1032.4pp | 778.87%-778.2pp | 551.85%-551.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,686 | $4,648-63.7% | $4,323-61.0% | $6,690-74.8% |
| Admin fee / account holder | $2,184 | $8,430-74.1% | $7,355-70.3% | $13,392-83.7% |