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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 | $47,512 | $51,736-8.2% | $120,225-60.5% | $67,986-30.1% |
| Participation rate | 12.9% | 46.1%-33.2pp | 69.6%-56.7pp | 57.2%-44.3pp |
| Annual return | 11.08% | 31.98%-20.9pp | 439.23%-428.1pp | 31.67%-20.6pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $756 | $2,206-65.7% | $3,999-81.1% | $3,358-77.5% |
| Admin fee / account holder | $5,938 | $4,159+42.8% | $5,696+4.2% | $3,203+85.4% |