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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 | $72,992 | $203,483-64.1% | $152,473-52.1% | $167,536-56.4% |
| Participation rate | 52.4% | 82.3%-29.9pp | 78.2%-25.8pp | 82.1%-29.7pp |
| Annual return | 4.18% | 13.80%-9.6pp | 757.59%-753.4pp | 478.82%-474.6pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,741 | $6,711-59.2% | $5,817-52.9% | $6,342-56.8% |
| Admin fee / account holder | $1,230 | $22,521-94.5% | $15,811-92.2% | $12,315-90.0% |