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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 | $100,139-80.5% | $85,187-77.1% | $145,884-86.6% |
| Participation rate | 29.2% | 74.1%-44.9pp | 67.5%-38.4pp | 80.3%-51.1pp |
| Annual return | 5.80% | 84.15%-78.4pp | 66.67%-60.9pp | 551.85%-546.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,019 | $5,296-80.8% | $4,525-77.5% | $6,690-84.8% |
| Admin fee / account holder | $3,821 | $7,262-47.4% | $6,162-38.0% | $13,392-71.5% |