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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 | $26,247 | $118,877-77.9% | $96,570-72.8% | $167,536-84.3% |
| Participation rate | 47.4% | 75.5%-28.1pp | 69.8%-22.5pp | 82.1%-34.7pp |
| Annual return | 3.34% | 50.50%-47.2pp | 37.79%-34.5pp | 478.82%-475.5pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,874 | $4,617-59.4% | $3,849-51.3% | $6,342-70.5% |
| Admin fee / account holder | $563 | $8,069-93.0% | $6,182-90.9% | $12,315-95.4% |