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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 | $33,352 | $102,382-67.4% | $147,005-77.3% | $80,874-58.8% |
| Participation rate | 50.9% | 75.8%-24.9pp | 82.2%-31.3pp | 67.6%-16.7pp |
| Annual return | 10.77% | 134.89%-124.1pp | 418.76%-408.0pp | 35.62%-24.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,766 | $6,646-58.4% | $8,070-65.7% | $4,297-35.6% |
| Admin fee / account holder | $2,582 | $7,942-67.5% | $13,006-80.2% | $6,935-62.8% |