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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 | $62,517 | $137,414-54.5% | $189,520-67.0% | $85,856-27.2% |
| Participation rate | 59.3% | 84.6%-25.4pp | 87.8%-28.5pp | 69.3%-10.1pp |
| Annual return | 11.55% | 38.14%-26.6pp | 555.25%-543.7pp | 318.58%-307.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,491 | $6,260-28.3% | $8,220-45.4% | $3,952+13.6% |
| Admin fee / account holder | $12,398 | $8,630+43.7% | $12,046+2.9% | $6,261+98.0% |