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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 | $63,793 | $53,837+18.5% | $75,714-15.7% | $85,847-25.7% |
| Participation rate | 31.0% | 69.1%-38.0pp | 74.8%-43.8pp | 69.3%-38.3pp |
| Annual return | 11.97% | 24.54%-12.6pp | 104.62%-92.7pp | 318.61%-306.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,011 | $2,895-30.6% | $3,820-47.4% | $3,952-49.1% |
| Admin fee / account holder | $7,089 | $3,339+112.3% | $3,619+95.9% | $6,261+13.2% |