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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 | $37,523 | $226,135-83.4% | $182,558-79.4% | $152,909-75.5% |
| Participation rate | 35.3% | 82.5%-47.2pp | 78.0%-42.7pp | 82.5%-47.2pp |
| Annual return | 7.69% | 192.60%-184.9pp | 148.59%-140.9pp | 345.46%-337.8pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,043 | $6,371-52.2% | $5,526-44.9% | $5,851-48.0% |
| Admin fee / account holder | $4,000 | $10,707-62.6% | $8,594-53.5% | $11,601-65.5% |