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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 | $17,105 | $90,530-81.1% | $76,030-77.5% | $145,897-88.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 2.86% | 625.08%-622.2pp | 361.54%-358.7pp | 552.29%-549.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,437 | $5,164+102.1% | $4,257+145.2% | $6,689+56.0% |
| Admin fee / account holder | $3,703 | $8,383-55.8% | $6,421-42.3% | $13,390-72.3% |