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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 | $39,821 | $55,470-28.2% | $155,556-74.4% | $74,478-46.5% |
| Participation rate | 17.8% | 61.9%-44.1pp | 78.2%-60.4pp | 67.2%-49.4pp |
| Annual return | 10.78% | 269.80%-259.0pp | 64.84%-54.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,264 | $2,838-55.5% | $5,631-77.6% | $4,350-70.9% |
| Admin fee / account holder | $2,476 | $1,744+42.0% | $15,885-84.4% | $1,946+27.3% |