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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 | $49,212 | $102,385-51.9% | $147,080-66.5% | $80,935-39.2% |
| Participation rate | 36.0% | 75.9%-39.9pp | 82.2%-46.2pp | 67.7%-31.7pp |
| Annual return | 6.27% | 135.09%-128.8pp | 420.17%-413.9pp | 35.66%-29.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,474 | $6,651-32.7% | $8,066-44.5% | $4,299+4.1% |
| Admin fee / account holder | $10,269 | $7,951+29.2% | $12,989-20.9% | $6,924+48.3% |