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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 | $29,267 | $65,555-55.4% | $86,216-66.1% | $75,173-61.1% |
| Participation rate | 38.5% | 60.5%-22.0pp | 69.0%-30.5pp | 67.2%-28.7pp |
| Annual return | 4.71% | 46.07%-41.4pp | 1169.42%-1164.7pp | 160.72%-156.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,470 | $3,023-18.3% | $3,986-38.0% | $4,126-40.1% |
| Admin fee / account holder | $2,192 | $5,469-59.9% | $6,853-68.0% | $5,651-61.2% |