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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 | $23,724 | $51,638-54.1% | $68,368-65.3% | $82,448-71.2% |
| Participation rate | 25.9% | 63.6%-37.7pp | 73.8%-47.8pp | 68.1%-42.1pp |
| Annual return | 12.23% | 37.53%-25.3pp | 292.57%-280.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,393 | $2,914-52.2% | $4,123-66.2% | $4,139-66.3% |
| Admin fee / account holder | $17,694 | $4,643+281.1% | $5,150+243.6% | $7,234+144.6% |