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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 | $35,222 | $180,749-80.5% | $160,784-78.1% | $137,256-74.3% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.0%-47.0pp | 80.0%-50.0pp |
| Annual return | 10.05% | 2234.46%-2224.4pp | 1803.92%-1793.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,457 | $6,844-78.7% | $6,293-76.9% | $6,407-77.3% |
| Admin fee / account holder | $2,669 | $10,397-74.3% | $9,717-72.5% | $12,270-78.3% |