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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 | $99,539 | $28,624+247.8% | $53,647+85.5% | $82,637+20.5% |
| Participation rate | 36.4% | 47.3%-10.9pp | 56.3%-19.9pp | 68.1%-31.7pp |
| Annual return | 14.44% | 664.98%-650.5pp | 358.33%-343.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,058 | $1,196+155.7% | $1,813+68.7% | $4,126-25.9% |
| Admin fee / account holder | $507 | $2,022-74.9% | $2,460-79.4% | $7,339-93.1% |