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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 | $13,127 | $105,145-87.5% | $94,664-86.1% | $139,466-90.6% |
| Participation rate | 27.3% | 82.4%-55.1pp | 80.8%-53.6pp | 80.3%-53.1pp |
| Annual return | 9.37% | 38.09%-28.7pp | 156.84%-147.5pp | 373.66%-364.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,044 | $7,599-59.9% | $7,417-59.0% | $6,712-54.7% |
| Admin fee / account holder | $2,755 | $8,972-69.3% | $7,222-61.9% | $11,409-75.9% |