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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 | $14,526 | $88,710-83.6% | $81,783-82.2% | $145,959-90.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 4.77% | 1027.26%-1022.5pp | 775.05%-770.3pp | 561.95%-557.2pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,152 | $4,645-53.7% | $4,320-50.2% | $6,689-67.8% |
| Admin fee / account holder | $680 | $8,407-91.9% | $7,380-90.8% | $13,398-94.9% |