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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 | $42,881 | $110,039-61.0% | $97,260-55.9% | $145,884-70.6% |
| Participation rate | 30.4% | 75.9%-45.5pp | 72.7%-42.2pp | 80.3%-49.9pp |
| Annual return | 6.63% | 244.44%-237.8pp | 75.54%-68.9pp | 551.85%-545.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,097 | $4,674-55.1% | $4,262-50.8% | $6,690-68.7% |
| Admin fee / account holder | $2,378 | $6,204-61.7% | $5,640-57.8% | $13,392-82.2% |