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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 | $22,982 | $58,275-60.6% | $81,844-71.9% | $80,935-71.6% |
| Participation rate | 33.9% | 63.5%-29.5pp | 72.4%-38.5pp | 67.7%-33.7pp |
| Annual return | 10.63% | 41.82%-31.2pp | 778.87%-768.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,116 | $3,285-66.0% | $4,323-74.2% | $4,299-74.0% |
| Admin fee / account holder | $1,868 | $4,749-60.7% | $7,355-74.6% | $6,924-73.0% |