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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 | $30,773 | $51,631-40.4% | $129,397-76.2% | $80,925-62.0% |
| Participation rate | 33.3% | 56.9%-23.6pp | 69.6%-36.3pp | 67.7%-34.3pp |
| Annual return | 8.21% | 20.77%-12.6pp | 9453.98%-9445.8pp | 35.65%-27.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,513 | $2,670-43.3% | $4,167-63.7% | $4,299-64.8% |
| Admin fee / account holder | $2,247 | $4,309-47.8% | $7,679-70.7% | $6,940-67.6% |