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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 | $58,086 | $61,125-5.0% | $94,057-38.2% | $87,485-33.6% |
| Participation rate | 23.1% | 64.1%-41.0pp | 73.3%-50.3pp | 68.9%-45.9pp |
| Annual return | 9.94% | 35.20%-25.3pp | 480.62%-470.7pp | 26.06%-16.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $917 | $3,260-71.9% | $4,709-80.5% | $4,274-78.5% |
| Admin fee / account holder | $1,519 | $5,629-73.0% | $7,244-79.0% | $7,775-80.5% |