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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 | $23,276 | $85,766-72.9% | $136,297-82.9% | $70,124-66.8% |
| Participation rate | 65.3% | 74.2%-8.8pp | 81.9%-16.6pp | 69.5%-4.2pp |
| Annual return | 11.00% | 31.45%-20.5pp | 5156.19%-5145.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,113 | $5,051+40.8% | $6,247+13.9% | $3,332+113.5% |
| Admin fee / account holder | $2,985 | $5,420-44.9% | $9,244-67.7% | $4,645-35.7% |