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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 | $25,073 | $102,422-75.5% | $147,117-83.0% | $80,959-69.0% |
| Participation rate | 43.8% | 75.9%-32.1pp | 82.2%-38.4pp | 67.7%-23.9pp |
| Annual return | 4.63% | 135.16%-130.5pp | 420.54%-415.9pp | 35.67%-31.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,693 | $6,652-44.5% | $8,065-54.2% | $4,300-14.1% |
| Admin fee / account holder | $2,028 | $7,953-74.5% | $12,993-84.4% | $6,925-70.7% |