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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 | $58,177 | $27,243+113.5% | $52,425+11.0% | $79,634-26.9% |
| Participation rate | 4.9% | 22.4%-17.6pp | 55.6%-50.8pp | 62.5%-57.6pp |
| Annual return | 12.13% | 63.36%-51.2pp | 302.12%-290.0pp | 36.46%-24.3pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $260 | $636-59.2% | $1,790-85.5% | $3,835-93.2% |
| Admin fee / account holder | $2,493 | $2,105+18.4% | $2,495-0.1% | $1,002+148.8% |