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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 | $51,705 | $125,190-58.7% | $105,624-51.0% | $145,897-64.6% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 7.09% | 225.22%-218.1pp | 116.20%-109.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,081 | $5,716+23.9% | $5,013+41.3% | $6,689+5.9% |
| Admin fee / account holder | $1,705 | $17,138-90.1% | $10,961-84.4% | $13,390-87.3% |