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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 | $40,890 | $26,114+56.6% | $58,544-30.2% | $74,440-45.1% |
| Participation rate | 7.1% | 32.1%-25.1pp | 50.9%-43.8pp | 70.7%-63.7pp |
| Annual return | 14.35% | 32.51%-18.2pp | 4249.56%-4235.2pp | 34.37%-20.0pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $374 | $1,075-65.2% | $1,923-80.5% | $4,529-91.7% |
| Admin fee / account holder | $4,595 | $649+607.8% | $2,520+82.3% | $348+1220.9% |