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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 | $60,563 | $95,415-36.5% | $185,851-67.4% | $85,851-29.5% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 10.43% | 23.59%-13.2pp | 122.11%-111.7pp | 318.63%-308.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,738 | $3,424+9.2% | $5,569-32.9% | $3,952-5.4% |
| Admin fee / account holder | $5,011 | $7,215-30.5% | $16,245-69.2% | $6,261-20.0% |