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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 | $37,833 | $51,606-26.7% | $129,339-70.7% | $80,911-53.2% |
| Participation rate | 65.9% | 57.0%+8.9pp | 69.6%-3.7pp | 67.6%-1.7pp |
| Annual return | 7.70% | 20.76%-13.1pp | 9437.05%-9429.3pp | 35.63%-27.9pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,723 | $2,669+2.0% | $4,170-34.7% | $4,297-36.6% |
| Admin fee / account holder | $20,781 | $4,310+382.2% | $7,668+171.0% | $6,935+199.7% |