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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 | $59,630 | $100,060-40.4% | $149,721-60.2% | $70,126-15.0% |
| Participation rate | 57.9% | 83.6%-25.7pp | 87.1%-29.2pp | 69.5%-11.6pp |
| Annual return | 7.87% | 27.46%-19.6pp | 1501.67%-1493.8pp | 73.15%-65.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,916 | $4,982-41.5% | $6,568-55.6% | $3,332-12.5% |
| Admin fee / account holder | $442 | $8,285-94.7% | $11,282-96.1% | $4,645-90.5% |