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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 | $76,672 | $95,406-19.6% | $185,849-58.7% | $85,847-10.7% |
| Participation rate | 67.9% | 68.8%-0.9pp | 81.7%-13.9pp | 69.3%-1.5pp |
| Annual return | 10.74% | 23.59%-12.8pp | 122.10%-111.4pp | 318.61%-307.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,445 | $3,424-28.6% | $5,569-56.1% | $3,952-38.1% |
| Admin fee / account holder | $2,145 | $7,214-70.3% | $16,244-86.8% | $6,261-65.7% |