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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 | $111,785-69.6% | $93,669-63.7% | $145,877-76.7% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 4.33% | 203.79%-199.5pp | 133.59%-129.3pp | 551.28%-547.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,004 | $4,919-59.3% | $4,416-54.6% | $6,691-70.1% |
| Admin fee / account holder | $3,550 | $10,256-65.4% | $8,291-57.2% | $13,402-73.5% |