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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 | $37,075 | $70,366-47.3% | $66,674-44.4% | $138,895-73.3% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.7%-9.4pp | 79.9%-15.6pp |
| Annual return | 11.84% | 386.41%-374.6pp | 321.24%-309.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,413 | $4,374+138.1% | $4,084+155.0% | $6,396+62.8% |
| Admin fee / account holder | $8,772 | $5,262+66.7% | $5,098+72.1% | $12,562-30.2% |