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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 | $8,030 | $88,778-91.0% | $81,844-90.2% | $145,884-94.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.74% | 1033.03%-1025.3pp | 778.87%-771.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,911 | $4,648-37.4% | $4,323-32.7% | $6,690-56.5% |
| Admin fee / account holder | $1,822 | $8,430-78.4% | $7,355-75.2% | $13,392-86.4% |