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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 | $40,602 | $69,118-41.3% | $53,647-24.3% | $138,895-70.8% |
| Participation rate | 6.7% | 64.0%-57.3pp | 56.3%-49.6pp | 79.9%-73.3pp |
| Annual return | 2.97% | 248.26%-245.3pp | 358.33%-355.4pp | 145.39%-142.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $528 | $2,274-76.8% | $1,813-70.9% | $6,396-91.7% |
| Admin fee / account holder | $4,215 | $2,724+54.7% | $2,460+71.3% | $12,562-66.4% |