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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 | $43,769 | $29,736+47.2% | $56,033-21.9% | $80,935-45.9% |
| Participation rate | 3.6% | 41.7%-38.1pp | 52.5%-48.9pp | 67.7%-64.1pp |
| Annual return | 0.63% | 35.28%-34.6pp | 1711.38%-1710.7pp | 35.66%-35.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,324 | $1,228+89.2% | $1,954+18.9% | $4,299-45.9% |
| Admin fee / account holder | $4,467 | $2,434+83.5% | $2,827+58.0% | $6,924-35.5% |