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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 | $105,284-46.7% | $150,734-62.8% | $94,015-40.3% |
| Participation rate | 65.6% | 71.7%-6.1pp | 78.4%-12.8pp | 70.8%-5.2pp |
| Annual return | 9.64% | 15.67%-6.0pp | 600.81%-591.2pp | 17.84%-8.2pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,982 | $4,274-53.6% | $5,610-64.7% | $4,249-53.4% |
| Admin fee / account holder | $16,922 | $9,839+72.0% | $14,905+13.5% | $8,951+89.0% |