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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 | $95,980 | $102,382-6.3% | $147,005-34.7% | $80,874+18.7% |
| Participation rate | 31.0% | 75.8%-44.8pp | 82.2%-51.1pp | 67.6%-36.6pp |
| Annual return | 11.12% | 134.89%-123.8pp | 418.76%-407.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,856 | $6,646-42.0% | $8,070-52.2% | $4,297-10.3% |
| Admin fee / account holder | $4,045 | $7,942-49.1% | $13,006-68.9% | $6,935-41.7% |