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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 | $69,082 | $102,422-32.6% | $147,117-53.0% | $80,959-14.7% |
| Participation rate | 20.4% | 75.9%-55.5pp | 82.2%-61.8pp | 67.7%-47.3pp |
| Annual return | 5.97% | 135.16%-129.2pp | 420.54%-414.6pp | 35.67%-29.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,253 | $6,652-51.1% | $8,065-59.7% | $4,300-24.3% |
| Admin fee / account holder | $2,843 | $7,953-64.3% | $12,993-78.1% | $6,925-58.9% |