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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 | $26,684 | $58,258-54.2% | $81,820-67.4% | $80,925-67.0% |
| Participation rate | 19.2% | 63.5%-44.2pp | 72.4%-53.2pp | 67.7%-48.4pp |
| Annual return | 4.39% | 41.76%-37.4pp | 777.93%-773.5pp | 35.65%-31.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $932 | $3,284-71.6% | $4,323-78.4% | $4,299-78.3% |
| Admin fee / account holder | $1,270 | $4,976-74.5% | $7,391-82.8% | $6,940-81.7% |