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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 | $53,332 | $65,566-18.7% | $86,235-38.2% | $75,177-29.1% |
| Participation rate | 23.1% | 60.5%-37.4pp | 69.0%-45.9pp | 67.2%-44.1pp |
| Annual return | 10.78% | 46.07%-35.3pp | 1170.03%-1159.3pp | 160.75%-150.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,305 | $3,023-56.8% | $3,987-67.3% | $4,126-68.4% |
| Admin fee / account holder | $12,637 | $5,470+131.0% | $6,856+84.3% | $5,651+123.6% |