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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 | $32,480 | $60,128-46.0% | $90,440-64.1% | $79,852-59.3% |
| Participation rate | 46.3% | 65.0%-18.7pp | 72.7%-26.3pp | 69.6%-23.3pp |
| Annual return | 8.57% | 71.95%-63.4pp | 1294.38%-1285.8pp | 31.72%-23.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,094 | $2,939-62.8% | $3,964-72.4% | $3,740-70.8% |
| Admin fee / account holder | $1,860 | $3,977-53.2% | $5,615-66.9% | $5,306-65.0% |