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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 | $34,453 | $63,346-45.6% | $92,240-62.6% | $70,126-50.9% |
| Participation rate | 49.2% | 68.7%-19.5pp | 76.5%-27.3pp | 69.5%-20.3pp |
| Annual return | 10.82% | 530.19%-519.4pp | 176.29%-165.5pp | 73.15%-62.3pp |
| Employer contribution / active EE | $1,135 | $2,471-54.1% | $3,680-69.2% | $2,343-51.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,087 | $3,841-45.7% | $5,194-59.8% | $4,645-55.1% |