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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 | $19,502 | $100,073-80.5% | $85,126-77.1% | $145,877-86.6% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.4pp | 80.3%-51.1pp |
| Annual return | 5.80% | 84.11%-78.3pp | 66.63%-60.8pp | 551.28%-545.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,019 | $5,294-80.8% | $4,523-77.5% | $6,691-84.8% |
| Admin fee / account holder | $3,821 | $7,261-47.4% | $6,160-38.0% | $13,402-71.5% |