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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 | $35,182 | $56,134-37.3% | $96,161-63.4% | $85,856-59.0% |
| Participation rate | 14.6% | 56.7%-42.1pp | 68.4%-53.8pp | 69.3%-54.7pp |
| Annual return | 11.04% | 42.30%-31.3pp | 192.01%-181.0pp | 318.58%-307.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,798-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $816 | $2,858-71.4% | $4,349-81.2% | $3,952-79.4% |
| Admin fee / account holder | $5,541 | $3,769+47.0% | $5,5380% | $6,261-11.5% |