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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 | $64,031 | $31,105+105.9% | $53,647+19.4% | $64,097-0.1% |
| Participation rate | 20.3% | 30.7%-10.3pp | 56.3%-35.9pp | 55.2%-34.9pp |
| Annual return | 12.81% | 22.54%-9.7pp | 358.33%-345.5pp | 34.64%-21.8pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,005 | $896+12.1% | $1,813-44.6% | $3,080-67.4% |
| Admin fee / account holder | $922 | $2,195-58.0% | $2,460-62.5% | $3,454-73.3% |