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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 | $40,497 | $115,810-65.0% | $101,271-60.0% | $158,966-74.5% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 6.99% | 56.15%-49.2pp | 46.48%-39.5pp | 302.95%-296.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,874 | $4,958-62.2% | $4,371-57.1% | $5,983-68.7% |
| Admin fee / account holder | $1,154 | $7,248-84.1% | $5,948-80.6% | $11,250-89.7% |