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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 | $59,614 | $29,319+103.3% | $52,425+13.7% | $82,448-27.7% |
| Participation rate | 19.0% | 46.9%-27.9pp | 55.6%-36.6pp | 68.1%-49.1pp |
| Annual return | 8.12% | 535.20%-527.1pp | 302.12%-294.0pp | 41.64%-33.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,226 | $1,171+4.6% | $1,790-31.5% | $4,139-70.4% |
| Admin fee / account holder | $4,315 | $1,962+119.9% | $2,495+73.0% | $7,234-40.3% |