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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 | $57,296 | $49,199+16.5% | $121,210-52.7% | $75,177-23.8% |
| Participation rate | 49.2% | 55.4%-6.2pp | 69.5%-20.3pp | 67.2%-18.0pp |
| Annual return | 11.73% | 56.04%-44.3pp | 987.41%-975.7pp | 160.75%-149.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,038 | $2,630-22.5% | $4,084-50.1% | $4,126-50.6% |
| Admin fee / account holder | $3,755 | $3,946-4.8% | $5,647-33.5% | $5,651-33.6% |