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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 | $27,371 | $180,749-84.9% | $160,784-83.0% | $137,256-80.1% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 6.29% | 2234.46%-2228.2pp | 1803.92%-1797.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,088 | $6,844-25.7% | $6,293-19.1% | $6,407-20.6% |
| Admin fee / account holder | $360 | $10,397-96.5% | $9,717-96.3% | $12,270-97.1% |