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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 | $62,776 | $102,393-38.7% | $147,041-57.3% | $80,911-22.4% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.6%-27.6pp |
| Annual return | 11.17% | 134.95%-123.8pp | 419.21%-408.0pp | 35.63%-24.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,684 | $6,647-59.6% | $8,071-66.7% | $4,297-37.5% |
| Admin fee / account holder | $6,791 | $7,943-14.5% | $13,006-47.8% | $6,935-2.1% |