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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 | $75,803 | $98,776-23.3% | $149,745-49.4% | $79,856-5.1% |
| Participation rate | 30.0% | 75.8%-45.8pp | 82.5%-52.5pp | 69.6%-39.6pp |
| Annual return | 11.69% | 27.38%-15.7pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,580 | $5,681-37.0% | $6,843-47.7% | $3,741-4.3% |
| Admin fee / account holder | $2,889 | $6,053-52.3% | $9,312-69.0% | $5,306-45.6% |