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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 | $57,395 | $112,915-49.2% | $90,965-36.9% | $158,950-63.9% |
| Participation rate | 53.3% | 74.7%-21.4pp | 69.0%-15.7pp | 82.0%-28.6pp |
| Annual return | 3.28% | 215.75%-212.5pp | 134.57%-131.3pp | 302.91%-299.6pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,507 | $4,128-63.5% | $3,373-55.3% | $5,983-74.8% |
| Admin fee / account holder | $4,571 | $8,044-43.2% | $5,960-23.3% | $11,248-59.4% |