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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 | $37,592 | $58,258-35.5% | $81,820-54.1% | $80,925-53.5% |
| Participation rate | 43.2% | 63.5%-20.3pp | 72.4%-29.2pp | 67.7%-24.5pp |
| Annual return | 7.42% | 41.76%-34.3pp | 777.93%-770.5pp | 35.65%-28.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $764 | $3,284-76.7% | $4,323-82.3% | $4,299-82.2% |
| Admin fee / account holder | $2,497 | $4,976-49.8% | $7,391-66.2% | $6,940-64.0% |