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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 | $63,486 | $102,422-38.0% | $147,117-56.8% | $80,959-21.6% |
| Participation rate | 38.5% | 75.9%-37.4pp | 82.2%-43.7pp | 67.7%-29.2pp |
| Annual return | 9.61% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,181 | $6,652-52.2% | $8,065-60.6% | $4,300-26.0% |
| Admin fee / account holder | $871 | $7,953-89.0% | $12,993-93.3% | $6,925-87.4% |