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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 | $10,755 | $111,535-90.4% | $105,223-89.8% | $137,256-92.2% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 80.0%-15.3pp |
| Annual return | 8.28% | 237.85%-229.6pp | 180.65%-172.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,192 | $5,500-60.2% | $5,072-56.8% | $6,407-65.8% |
| Admin fee / account holder | $960 | $9,721-90.1% | $8,859-89.2% | $12,270-92.2% |