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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 | $30,828 | $55,470-44.4% | $155,556-80.2% | $74,478-58.6% |
| Participation rate | 14.9% | 61.9%-47.0pp | 78.2%-63.3pp | 67.2%-52.3pp |
| Annual return | 6.17% | 269.80%-263.6pp | 64.84%-58.7pp | 1370.56%-1364.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,053 | $2,838-62.9% | $5,631-81.3% | $4,350-75.8% |
| Admin fee / account holder | $2,308 | $1,744+32.3% | $15,885-85.5% | $1,946+18.6% |