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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 | $51,642-26.7% | $129,384-70.8% | $80,935-53.3% |
| Participation rate | 65.9% | 56.9%+9.0pp | 69.6%-3.7pp | 67.7%-1.8pp |
| Annual return | 7.70% | 20.78%-13.1pp | 9461.77%-9454.1pp | 35.66%-28.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,723 | $2,670+2.0% | $4,166-34.6% | $4,299-36.7% |
| Admin fee / account holder | $20,781 | $4,312+382.0% | $7,686+170.4% | $6,924+200.1% |