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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 | $53,930 | $58,311-7.5% | $81,882-34.1% | $80,959-33.4% |
| Participation rate | 46.2% | 63.5%-17.3pp | 72.4%-26.2pp | 67.7%-21.5pp |
| Annual return | 9.93% | 41.85%-31.9pp | 779.47%-769.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,080 | $3,287-6.3% | $4,323-28.7% | $4,300-28.4% |
| Admin fee / account holder | $1,143 | $4,752-76.0% | $7,360-84.5% | $6,925-83.5% |