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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 | $25,732 | $58,311-55.9% | $81,882-68.6% | $80,959-68.2% |
| Participation rate | 44.4% | 63.5%-19.0pp | 72.4%-27.9pp | 67.7%-23.2pp |
| Annual return | 9.68% | 41.85%-32.2pp | 779.47%-769.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,413 | $3,287-57.0% | $4,323-67.3% | $4,300-67.1% |
| Admin fee / account holder | $3,385 | $4,752-28.8% | $7,360-54.0% | $6,925-51.1% |