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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 | $77,495 | $63,346+22.3% | $92,240-16.0% | $70,126+10.5% |
| Participation rate | 26.5% | 68.7%-42.1pp | 76.5%-50.0pp | 69.5%-43.0pp |
| Annual return | 12.25% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,334 | $2,854-18.2% | $3,897-40.1% | $3,332-30.0% |
| Admin fee / account holder | $3,462 | $3,841-9.9% | $5,194-33.3% | $4,645-25.5% |