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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 | $103,680 | $111,830-7.3% | $93,696+10.7% | $145,884-28.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 6.00% | 204.08%-198.1pp | 133.74%-127.7pp | 551.85%-545.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,880 | $4,920-61.8% | $4,417-57.4% | $6,690-71.9% |
| Admin fee / account holder | $50,775 | $10,249+395.4% | $8,287+512.7% | $13,392+279.1% |