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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 | $55,446-44.4% | $155,574-80.2% | $74,429-58.6% |
| Participation rate | 14.9% | 61.9%-47.0pp | 78.2%-63.3pp | 67.2%-52.3pp |
| Annual return | 6.17% | 269.20%-263.0pp | 64.87%-58.7pp | 1368.38%-1362.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,053 | $2,836-62.9% | $5,629-81.3% | $4,348-75.8% |
| Admin fee / account holder | $2,308 | $1,743+32.4% | $15,914-85.5% | $1,944+18.7% |