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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 | $35,021 | $48,432-27.7% | $121,204-71.1% | $71,511-51.0% |
| Participation rate | 12.2% | 54.3%-42.1pp | 69.5%-57.3pp | 67.9%-55.7pp |
| Annual return | 7.57% | 23.28%-15.7pp | 987.18%-979.6pp | 28.86%-21.3pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,172 | $2,756-57.5% | $4,083-71.3% | $4,291-72.7% |
| Admin fee / account holder | $6,968 | $1,845+277.7% | $5,651+23.3% | $1,588+338.6% |