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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 | $69,314 | $109,411-36.6% | $89,435-22.5% | $158,982-56.4% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 4.89% | 345.68%-340.8pp | 245.55%-240.7pp | 302.99%-298.1pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,558 | $4,600-66.1% | $3,890-59.9% | $5,983-74.0% |
| Admin fee / account holder | $625 | $6,159-89.9% | $4,884-87.2% | $11,252-94.4% |