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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 | $58,345 | $111,787-47.8% | $93,681-37.7% | $145,978-60.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 3.59% | 203.52%-199.9pp | 133.47%-129.9pp | 550.52%-546.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,406 | $4,918-10.4% | $4,415-0.2% | $6,690-34.1% |
| Admin fee / account holder | $4,126 | $10,256-59.8% | $8,290-50.2% | $13,400-69.2% |