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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 | $72,413 | $52,279+38.5% | $89,400-19.0% | $79,858-9.3% |
| Participation rate | 48.3% | 57.5%-9.3pp | 68.0%-19.7pp | 69.6%-21.4pp |
| Annual return | 5.67% | 22.16%-16.5pp | 245.64%-240.0pp | 31.72%-26.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,151 | $2,740-21.5% | $3,890-44.7% | $3,740-42.5% |
| Admin fee / account holder | $104,072 | $3,356+3000.7% | $4,882+2031.8% | $5,306+1861.4% |