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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 | $70,622 | $102,385-31.0% | $147,080-52.0% | $80,935-12.7% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.8pp | 67.7%-4.3pp |
| Annual return | 8.85% | 135.09%-126.2pp | 420.17%-411.3pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,120 | $6,651-38.1% | $8,066-48.9% | $4,299-4.2% |
| Admin fee / account holder | $11,192 | $7,951+40.8% | $12,989-13.8% | $6,924+61.6% |