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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 | $41,186 | $49,891-17.4% | $80,607-48.9% | $75,181-45.2% |
| Participation rate | 20.9% | 55.3%-34.4pp | 67.0%-46.1pp | 67.2%-46.3pp |
| Annual return | 8.86% | 34.67%-25.8pp | 936.11%-927.3pp | 160.69%-151.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,150 | $2,991-61.6% | $4,448-74.2% | $4,126-72.1% |
| Admin fee / account holder | $7,641 | $3,578+113.6% | $5,379+42.1% | $5,650+35.2% |