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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 | $47,109 | $29,716+58.5% | $56,077-16.0% | $80,925-41.8% |
| Participation rate | 17.3% | 41.7%-24.4pp | 52.5%-35.2pp | 67.7%-50.3pp |
| Annual return | 6.26% | 35.30%-29.0pp | 1709.28%-1703.0pp | 35.65%-29.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $963 | $1,228-21.6% | $1,954-50.7% | $4,299-77.6% |
| Admin fee / account holder | $5,446 | $2,432+123.9% | $2,825+92.8% | $6,940-21.5% |