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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 | $48,781 | $72,071-32.3% | $68,368-28.6% | $137,256-64.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 11.61% | 353.14%-341.5pp | 292.57%-281.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,153 | $4,410-51.2% | $4,123-47.8% | $6,407-66.4% |
| Admin fee / account holder | $1,693 | $5,336-68.3% | $5,150-67.1% | $12,270-86.2% |