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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 | $25,021 | $55,437-54.9% | $155,534-83.9% | $74,459-66.4% |
| Participation rate | 49.0% | 61.9%-12.9pp | 78.2%-29.2pp | 67.2%-18.2pp |
| Annual return | 9.88% | 269.58%-259.7pp | 64.92%-55.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,872 | $2,837+1.2% | $5,630-49.0% | $4,350-34.0% |
| Admin fee / account holder | $2,368 | $1,742+35.9% | $15,900-85.1% | $1,945+21.8% |