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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 | $33,965 | $111,878-69.6% | $93,727-63.8% | $145,897-76.7% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.3pp | 80.3%-43.9pp |
| Annual return | 4.33% | 204.28%-199.9pp | 133.83%-129.5pp | 552.29%-548.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,004 | $4,920-59.3% | $4,417-54.6% | $6,689-70.0% |
| Admin fee / account holder | $3,550 | $10,256-65.4% | $8,292-57.2% | $13,390-73.5% |