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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 | $52,485 | $105,200-50.1% | $159,474-67.1% | $85,847-38.9% |
| Participation rate | 37.0% | 75.8%-38.7pp | 82.8%-45.8pp | 69.3%-32.3pp |
| Annual return | 8.60% | 45.08%-36.5pp | 263.68%-255.1pp | 318.61%-310.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,310 | $5,946+6.1% | $7,353-14.2% | $3,952+59.7% |
| Admin fee / account holder | $6,809 | $6,934-1.8% | $10,802-37.0% | $6,261+8.8% |