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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 | $34,709 | $54,690-36.5% | $76,030-54.3% | $74,478-53.4% |
| Participation rate | 55.4% | 60.3%-5.0pp | 69.1%-13.7pp | 67.2%-11.9pp |
| Annual return | 6.75% | 31.92%-25.2pp | 361.54%-354.8pp | 1370.56%-1363.8pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,345 | $3,070-56.2% | $4,257-68.4% | $4,350-69.1% |
| Admin fee / account holder | $2,921 | $2,240+30.4% | $6,421-54.5% | $1,946+50.1% |