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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 | $13,608 | $96,419-85.9% | $80,648-83.1% | $139,487-90.2% |
| Participation rate | 55.6% | 73.6%-18.1pp | 67.0%-11.5pp | 80.3%-24.8pp |
| Annual return | 8.95% | 1352.86%-1343.9pp | 937.21%-928.3pp | 373.84%-364.9pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,279 | $5,225-56.4% | $4,443-48.7% | $6,713-66.0% |
| Admin fee / account holder | $659 | $6,605-90.0% | $5,382-87.7% | $11,407-94.2% |