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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 | $40,472 | $24,618+64.4% | $71,585-43.5% | $82,637-51.0% |
| Participation rate | 66.7% | 68.2%-1.5pp | 68.2%-1.5pp | 68.1%-1.4pp |
| Annual return | 13.20% | 93.17%-80.0pp | 59.26%-46.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $678 | $1,720-60.6% | $2,923-76.8% | $4,126-83.6% |
| Admin fee / account holder | $1,105 | $3,285-66.4% | $4,712-76.5% | $7,339-84.9% |