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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 | $15,793 | $49,164-67.9% | $121,169-87.0% | $75,181-79.0% |
| Participation rate | 39.3% | 55.4%-16.1pp | 69.5%-30.2pp | 67.2%-27.9pp |
| Annual return | 5.53% | 56.03%-50.5pp | 986.71%-981.2pp | 160.69%-155.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,473 | $2,628-43.9% | $4,083-63.9% | $4,126-64.3% |
| Admin fee / account holder | $1,073 | $3,942-72.8% | $5,645-81.0% | $5,650-81.0% |