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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 | $16,947 | $58,391-71.0% | $76,657-77.9% | $72,975-76.8% |
| Participation rate | 20.5% | 67.4%-46.9pp | 72.1%-51.6pp | 69.5%-49.0pp |
| Annual return | 14.09% | 2306.65%-2292.6pp | 1166.74%-1152.6pp | 81.01%-66.9pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,057 | $2,690-60.7% | $3,335-68.3% | $3,608-70.7% |
| Admin fee / account holder | $1,352 | $4,014-66.3% | $6,423-78.9% | $5,124-73.6% |