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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 | $43,570 | $77,145-43.5% | $108,410-59.8% | $85,856-49.3% |
| Participation rate | 68.0% | 74.7%-6.7pp | 80.1%-12.1pp | 69.3%-1.3pp |
| Annual return | 8.21% | 44.54%-36.3pp | 905.34%-897.1pp | 318.58%-310.4pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,098 | $5,566+45.5% | $6,562+23.4% | $3,952+104.9% |
| Admin fee / account holder | $2,918 | $5,172-43.6% | $7,296-60.0% | $6,261-53.4% |