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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 | $49,573 | $85,766-42.2% | $136,298-63.6% | $70,126-29.3% |
| Participation rate | 21.6% | 74.2%-52.6pp | 81.9%-60.4pp | 69.5%-48.0pp |
| Annual return | 10.33% | 31.46%-21.1pp | 5156.27%-5145.9pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,377 | $5,051-33.2% | $6,247-46.0% | $3,332+1.3% |
| Admin fee / account holder | $6,334 | $5,421+16.8% | $9,244-31.5% | $4,645+36.3% |