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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 | $25,681 | $88,778-71.1% | $81,844-68.6% | $145,884-82.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 7.56% | 1033.03%-1025.5pp | 778.87%-771.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,929 | $4,648-15.5% | $4,323-9.1% | $6,690-41.3% |
| Admin fee / account holder | $2,123 | $8,430-74.8% | $7,355-71.1% | $13,392-84.1% |