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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 | $36,530 | $30,423+20.1% | $56,025-34.8% | $74,478-51.0% |
| Participation rate | 40.0% | 32.9%+7.1pp | 52.5%-12.5pp | 67.2%-27.2pp |
| Annual return | 10.39% | 24.97%-14.6pp | 1712.69%-1702.3pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,628 | $1,176+123.4% | $1,955+34.4% | $4,350-39.6% |
| Admin fee / account holder | $1,183 | $2,363-49.9% | $2,828-58.2% | $1,946-39.2% |