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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 | $88,745 | $58,311+52.2% | $81,882+8.4% | $80,959+9.6% |
| Participation rate | 51.7% | 63.5%-11.8pp | 72.4%-20.7pp | 67.7%-15.9pp |
| Annual return | 10.08% | 41.85%-31.8pp | 779.47%-769.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,061 | $3,287-37.3% | $4,323-52.3% | $4,300-52.1% |
| Admin fee / account holder | $21,243 | $4,752+347.0% | $7,360+188.6% | $6,925+206.7% |