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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 | $27,406 | $154,159-82.2% | $130,026-78.9% | $139,456-80.3% |
| Participation rate | 34.8% | 82.0%-47.2pp | 78.5%-43.7pp | 80.3%-45.5pp |
| Annual return | 9.13% | 32.50%-23.4pp | -137.26%+146.4pp | 373.45%-364.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,222 | $6,710-22.2% | $5,821-10.3% | $6,711-22.2% |
| Admin fee / account holder | $2,124 | $14,001-84.8% | $10,608-80.0% | $11,407-81.4% |