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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 | $60,467 | $54,717+10.5% | $86,216-29.9% | $71,511-15.4% |
| Participation rate | 30.5% | 60.1%-29.6pp | 69.0%-38.5pp | 67.9%-37.4pp |
| Annual return | 13.10% | 20.07%-7.0pp | 1169.42%-1156.3pp | 28.86%-15.8pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,247 | $3,110-27.7% | $3,986-43.6% | $4,291-47.6% |
| Admin fee / account holder | $8,887 | $1,922+362.3% | $6,853+29.7% | $1,588+459.5% |