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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 | $68,360 | $45,109+51.5% | $85,187-19.8% | $77,736-12.1% |
| Participation rate | 17.9% | 48.7%-30.7pp | 67.5%-49.6pp | 70.6%-52.6pp |
| Annual return | 9.92% | 79.55%-69.6pp | 66.67%-56.7pp | 31.26%-21.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $894 | $2,814-68.2% | $4,525-80.2% | $4,651-80.8% |
| Admin fee / account holder | $2,798 | $915+205.8% | $6,162-54.6% | $433+545.6% |