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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 | $51,649-8.0% | $124,206-61.7% | $64,097-25.9% |
| Participation rate | 12.9% | 45.2%-32.3pp | 69.6%-56.7pp | 55.2%-42.3pp |
| Annual return | 11.08% | 19.98%-8.9pp | 515.27%-504.2pp | 34.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $756 | $2,165-65.1% | $3,968-81.0% | $3,080-75.5% |
| Admin fee / account holder | $5,938 | $4,237+40.1% | $5,929+0.2% | $3,454+71.9% |