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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 | $63,470 | $51,638+22.9% | $129,406-51.0% | $80,959-21.6% |
| Participation rate | 24.1% | 56.9%-32.8pp | 69.6%-45.5pp | 67.7%-43.5pp |
| Annual return | 9.71% | 20.78%-11.1pp | 9468.18%-9458.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,012 | $2,670-62.1% | $4,167-75.7% | $4,300-76.5% |
| Admin fee / account holder | $868 | $4,313-79.9% | $7,689-88.7% | $6,925-87.5% |