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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 | $56,084 | $88,672-36.8% | $105,223-46.7% | $82,448-32.0% |
| Participation rate | 65.6% | 67.9%-2.3pp | 75.0%-9.4pp | 68.1%-2.4pp |
| Annual return | 9.64% | 30.86%-21.2pp | 180.65%-171.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,982 | $4,036-50.9% | $5,072-60.9% | $4,139-52.1% |
| Admin fee / account holder | $16,922 | $7,146+136.8% | $8,859+91.0% | $7,234+133.9% |