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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 | $28,296 | $65,575-56.8% | $86,209-67.2% | $75,181-62.4% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 8.22% | 46.07%-37.9pp | 1169.05%-1160.8pp | 160.69%-152.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,775 | $3,023-8.2% | $3,986-30.4% | $4,126-32.8% |
| Admin fee / account holder | $3,777 | $5,470-31.0% | $6,853-44.9% | $5,650-33.2% |