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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 | $27,001 | $65,566-58.8% | $86,235-68.7% | $75,177-64.1% |
| Participation rate | 62.0% | 60.5%+1.5pp | 69.0%-7.0pp | 67.2%-5.2pp |
| Annual return | 10.03% | 46.07%-36.0pp | 1170.03%-1160.0pp | 160.75%-150.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,675 | $3,023+120.8% | $3,987+67.4% | $4,126+61.8% |
| Admin fee / account holder | $3,974 | $5,470-27.4% | $6,856-42.0% | $5,651-29.7% |