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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 | $24,243 | $126,519-80.8% | $106,201-77.2% | $145,959-83.4% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 4.08% | 225.10%-221.0pp | 116.26%-112.2pp | 561.95%-557.9pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,937 | $5,716+21.4% | $5,012+38.4% | $6,689+3.7% |
| Admin fee / account holder | $1,398 | $17,312-91.9% | $11,039-87.3% | $13,398-89.6% |