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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 | $32,542 | $60,261-46.0% | $81,783-60.2% | $74,546-56.3% |
| Participation rate | 39.4% | 62.9%-23.5pp | 72.4%-33.0pp | 67.2%-27.9pp |
| Annual return | 10.05% | 16.88%-6.8pp | 775.05%-765.0pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $1,108 | $2,622-57.7% | $2,913-62.0% | $2,624-57.8% |
| Participant deferral / active EE | $1,670 | $3,388-50.7% | $4,320-61.3% | $4,347-61.6% |
| Admin fee / account holder | $3,431 | $1,482+131.4% | $7,380-53.5% | $1,944+76.5% |