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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 | $30,457 | $29,667+2.7% | $56,441-46.0% | $80,874-62.3% |
| Participation rate | 11.1% | 41.7%-30.6pp | 52.5%-41.4pp | 67.6%-56.5pp |
| Annual return | 2.42% | 35.22%-32.8pp | 1704.21%-1701.8pp | 35.62%-33.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,513 | $1,227+23.3% | $1,953-22.5% | $4,297-64.8% |
| Admin fee / account holder | $4,369 | $2,429+79.8% | $2,829+54.4% | $6,935-37.0% |