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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 | $58,234-7.4% | $81,783-34.1% | $80,874-33.3% |
| Participation rate | 46.2% | 63.4%-17.3pp | 72.4%-26.2pp | 67.6%-21.5pp |
| Annual return | 9.93% | 41.70%-31.8pp | 775.05%-765.1pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,080 | $3,283-6.2% | $4,320-28.7% | $4,297-28.3% |
| Admin fee / account holder | $1,143 | $4,982-77.1% | $7,380-84.5% | $6,935-83.5% |