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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 | $47,602 | $125,193-62.0% | $105,591-54.9% | $145,978-67.4% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 4.97% | 225.53%-220.6pp | 116.43%-111.5pp | 550.52%-545.6pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,932 | $5,708-31.1% | $5,008-21.5% | $6,690-41.2% |
| Admin fee / account holder | $3,153 | $17,277-81.8% | $11,024-71.4% | $13,400-76.5% |