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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 | $27,125 | $61,052-55.6% | $142,898-81.0% | $79,391-65.8% |
| Participation rate | 23.5% | 60.1%-36.6pp | 72.0%-48.4pp | 70.7%-47.2pp |
| Annual return | 6.97% | 16.02%-9.1pp | 5639.64%-5632.7pp | 116.88%-109.9pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,146-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,221 | $2,879-57.6% | $3,838-68.2% | $4,046-69.8% |
| Admin fee / account holder | $1,602 | $659+143.0% | $6,560-75.6% | $627+155.8% |