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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 | $45,711 | $85,766-46.7% | $136,298-66.5% | $70,126-34.8% |
| Participation rate | 67.3% | 74.2%-6.8pp | 81.9%-14.6pp | 69.5%-2.2pp |
| Annual return | 12.05% | 31.46%-19.4pp | 5156.27%-5144.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,288 | $5,051-15.1% | $6,247-31.4% | $3,332+28.7% |
| Admin fee / account holder | $2,587 | $5,421-52.3% | $9,244-72.0% | $4,645-44.3% |