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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 | $83,255 | $169,361-50.8% | $129,397-35.7% | $145,877-42.9% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 7.39% | 14395.54%-14388.2pp | 9453.98%-9446.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,126 | $4,987-77.4% | $4,167-73.0% | $6,691-83.2% |
| Admin fee / account holder | $1,080 | $9,903-89.1% | $7,679-85.9% | $13,402-91.9% |