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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 | $110,160 | $99,079+11.2% | $78,002+41.2% | $273,972-59.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 1.77% | 217.93%-216.2pp | 425.99%-424.2pp | 41.46%-39.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,635 | $4,306+7.6% | $3,497+32.5% | $5,287-12.3% |
| Admin fee / account holder | $3,929 | $8,954-56.1% | $5,481-28.3% | $10,133-61.2% |