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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 | $45,496 | $169,356-73.1% | $129,406-64.8% | $145,897-68.8% |
| Participation rate | 26.1% | 76.5%-50.4pp | 69.6%-43.6pp | 80.3%-54.2pp |
| Annual return | 7.52% | 14418.62%-14411.1pp | 9468.18%-9460.7pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,658 | $4,987-46.7% | $4,167-36.2% | $6,689-60.3% |
| Admin fee / account holder | $6,505 | $9,915-34.4% | $7,689-15.4% | $13,390-51.4% |