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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 | $49,270 | $60,139-18.1% | $90,461-45.5% | $79,856-38.3% |
| Participation rate | 33.3% | 65.0%-31.7pp | 72.7%-39.4pp | 69.6%-36.3pp |
| Annual return | 7.78% | 71.96%-64.2pp | 1294.76%-1287.0pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,514 | $2,939-48.5% | $3,964-61.8% | $3,741-59.5% |
| Admin fee / account holder | $1,224 | $3,978-69.2% | $5,617-78.2% | $5,306-76.9% |