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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 | $59,541 | $125,237-52.5% | $105,608-43.6% | $145,877-59.2% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 4.78% | 225.76%-221.0pp | 116.50%-111.7pp | 551.28%-546.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,357 | $5,711-23.7% | $5,010-13.0% | $6,691-34.9% |
| Admin fee / account holder | $472 | $17,287-97.3% | $11,028-95.7% | $13,402-96.5% |