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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 | $65,385 | $100,033-34.6% | $149,716-56.3% | $70,124-6.8% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.1%-27.1pp | 69.5%-9.5pp |
| Annual return | 10.92% | 27.43%-16.5pp | 1501.67%-1490.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,241 | $4,982-14.9% | $6,568-35.4% | $3,332+27.3% |
| Admin fee / account holder | $2,079 | $8,285-74.9% | $11,282-81.6% | $4,645-55.3% |