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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 | $53,552 | $70,418-24.0% | $96,570-44.5% | $85,847-37.6% |
| Participation rate | 23.1% | 61.8%-38.7pp | 69.8%-46.7pp | 69.3%-46.2pp |
| Annual return | 10.70% | 18.59%-7.9pp | 37.79%-27.1pp | 318.61%-307.9pp |
| Employer contribution / active EE | $1,000 | $1,413-29.3% | $2,357-57.6% | $2,565-61.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,101 | $4,995+82.2% | $6,182+47.2% | $6,261+45.4% |