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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 | $63,599 | $58,258+9.2% | $81,820-22.3% | $80,925-21.4% |
| Participation rate | 11.4% | 63.5%-52.1pp | 72.4%-61.0pp | 67.7%-56.3pp |
| Annual return | 9.16% | 41.76%-32.6pp | 777.93%-768.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $716 | $3,284-78.2% | $4,323-83.4% | $4,299-83.3% |
| Admin fee / account holder | $676 | $4,976-86.4% | $7,391-90.9% | $6,940-90.3% |