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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 | $29,849 | $57,305-47.9% | $86,640-65.5% | $75,173-60.3% |
| Participation rate | 14.3% | 63.2%-48.9pp | 71.7%-57.4pp | 67.2%-52.9pp |
| Annual return | 9.05% | 2674.24%-2665.2pp | 592.52%-583.5pp | 160.72%-151.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,286 | $3,320-31.1% | $4,438-48.5% | $4,126-44.6% |
| Admin fee / account holder | $3,493 | $4,116-15.1% | $5,616-37.8% | $5,651-38.2% |