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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 | $67,615 | $93,345-27.6% | $119,126-43.2% | $87,485-22.7% |
| Participation rate | 34.7% | 68.7%-34.1pp | 75.8%-41.1pp | 68.9%-34.3pp |
| Annual return | 9.30% | 19.08%-9.8pp | 282.11%-272.8pp | 26.06%-16.8pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,576 | $4,099-12.8% | $5,318-32.8% | $4,274-16.3% |
| Admin fee / account holder | $15,369 | $8,039+91.2% | $10,693+43.7% | $7,775+97.7% |