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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 | $47,794 | $52,353-8.7% | $120,225-60.2% | $82,448-42.0% |
| Participation rate | 27.0% | 58.3%-31.3pp | 69.6%-42.6pp | 68.1%-41.0pp |
| Annual return | 13.18% | 61.85%-48.7pp | 439.23%-426.0pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,668 | $2,627-36.5% | $3,999-58.3% | $4,139-59.7% |
| Admin fee / account holder | $3,183 | $4,363-27.0% | $5,696-44.1% | $7,234-56.0% |