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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 | $93,319 | $85,171+9.6% | $172,753-46.0% | $72,976+27.9% |
| Participation rate | 48.1% | 70.1%-21.9pp | 82.6%-34.5pp | 69.5%-21.3pp |
| Annual return | 14.54% | 27.32%-12.8pp | 803.00%-788.5pp | 81.02%-66.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,207 | $3,260-32.3% | $5,198-57.5% | $3,608-38.8% |
| Admin fee / account holder | $633 | $5,880-89.2% | $13,956-95.5% | $5,124-87.7% |