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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 | $58,002 | $98,766-41.3% | $149,730-61.3% | $79,852-27.4% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.5%-30.9pp | 69.6%-18.0pp |
| Annual return | 8.49% | 27.43%-18.9pp | 276.70%-268.2pp | 31.72%-23.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,098 | $5,681-10.3% | $6,843-25.5% | $3,740+36.3% |
| Admin fee / account holder | $1,420 | $6,052-76.5% | $9,310-84.7% | $5,306-73.2% |