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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 | $30,421+20.1% | $56,077-34.9% | $74,429-50.9% |
| Participation rate | 40.0% | 32.9%+7.1pp | 52.5%-12.5pp | 67.2%-27.2pp |
| Annual return | 10.39% | 24.94%-14.5pp | 1709.28%-1698.9pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,628 | $1,175+123.6% | $1,954+34.5% | $4,348-39.6% |
| Admin fee / account holder | $1,183 | $2,363-49.9% | $2,825-58.1% | $1,944-39.2% |