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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 | $31,340 | $132,634-76.4% | $115,768-72.9% | $137,256-77.2% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.4%-6.2pp | 80.0%-11.8pp |
| Annual return | 9.49% | 160.70%-151.2pp | 100.46%-91.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,425 | $5,619-56.8% | $4,917-50.7% | $6,407-62.2% |
| Admin fee / account holder | $3,175 | $15,028-78.9% | $12,439-74.5% | $12,270-74.1% |