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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 | $71,271 | $49,199+44.9% | $121,204-41.2% | $75,173-5.2% |
| Participation rate | 31.9% | 55.4%-23.5pp | 69.5%-37.6pp | 67.2%-35.3pp |
| Annual return | 13.36% | 56.04%-42.7pp | 987.18%-973.8pp | 160.72%-147.4pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,549 | $2,630-3.1% | $4,083-37.6% | $4,126-38.2% |
| Admin fee / account holder | $521 | $3,946-86.8% | $5,651-90.8% | $5,651-90.8% |