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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 | $37,633 | $29,736+26.6% | $56,033-32.8% | $80,935-53.5% |
| Participation rate | 8.3% | 41.7%-33.4pp | 52.5%-44.2pp | 67.7%-59.3pp |
| Annual return | 10.02% | 35.28%-25.3pp | 1711.38%-1701.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $518 | $1,228-57.8% | $1,954-73.5% | $4,299-88.0% |
| Admin fee / account holder | $3,644 | $2,434+49.7% | $2,827+28.9% | $6,924-47.4% |