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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 | $15,969 | $48,284-66.9% | $67,524-76.4% | $80,911-80.3% |
| Participation rate | 28.8% | 66.4%-37.6pp | 72.9%-44.1pp | 67.6%-38.8pp |
| Annual return | 10.27% | 18.27%-8.0pp | 3519.41%-3509.1pp | 35.63%-25.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,037 | $2,927-64.6% | $4,001-74.1% | $4,297-75.9% |
| Admin fee / account holder | $1,581 | $3,688-57.1% | $4,001-60.5% | $6,935-77.2% |