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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 | $40,139 | $58,311-31.2% | $81,882-51.0% | $80,959-50.4% |
| Participation rate | 29.8% | 63.5%-33.7pp | 72.4%-42.6pp | 67.7%-37.9pp |
| Annual return | 9.23% | 41.85%-32.6pp | 779.47%-770.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,208 | $3,287-32.8% | $4,323-48.9% | $4,300-48.6% |
| Admin fee / account holder | $7,063 | $4,752+48.6% | $7,360-4.0% | $6,925+2.0% |