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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 | $108,731 | $49,976+117.6% | $66,674+63.1% | $82,637+31.6% |
| Participation rate | 3.7% | 63.1%-59.4pp | 73.7%-70.0pp | 68.1%-64.4pp |
| Annual return | 5.58% | 39.09%-33.5pp | 321.24%-315.7pp | 53.51%-47.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,875 | $2,847-34.1% | $4,084-54.1% | $4,126-54.5% |
| Admin fee / account holder | $9,155 | $4,594+99.3% | $5,098+79.6% | $7,339+24.7% |