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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 | $40,441 | $58,275-30.6% | $81,844-50.6% | $80,935-50.0% |
| Participation rate | 18.4% | 63.5%-45.0pp | 72.4%-54.0pp | 67.7%-49.2pp |
| Annual return | 9.68% | 41.82%-32.1pp | 778.87%-769.2pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $749 | $3,285-77.2% | $4,323-82.7% | $4,299-82.6% |
| Admin fee / account holder | $711 | $4,749-85.0% | $7,355-90.3% | $6,924-89.7% |