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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 | $88,542 | $102,638-13.7% | $81,982+8.0% | $158,982-44.3% |
| Participation rate | 53.8% | 75.5%-21.7pp | 69.3%-15.4pp | 82.0%-28.1pp |
| Annual return | 6.18% | 61.05%-54.9pp | 41.31%-35.1pp | 302.99%-296.8pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,509 | $4,649-46.0% | $3,722-32.6% | $5,983-58.1% |
| Admin fee / account holder | $22,567 | $8,237+174.0% | $5,665+298.4% | $11,252+100.6% |