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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 | $51,203 | $58,311-12.2% | $81,882-37.5% | $80,959-36.8% |
| Participation rate | 31.6% | 63.5%-31.9pp | 72.4%-40.8pp | 67.7%-36.1pp |
| Annual return | 10.76% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,508 | $3,287-54.1% | $4,323-65.1% | $4,300-64.9% |
| Admin fee / account holder | $1,240 | $4,752-73.9% | $7,360-83.2% | $6,925-82.1% |