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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 | $53,709 | $49,164+9.2% | $121,147-55.7% | $75,173-28.6% |
| Participation rate | 26.6% | 55.4%-28.8pp | 69.5%-42.9pp | 67.2%-40.6pp |
| Annual return | 10.38% | 56.03%-45.7pp | 986.30%-975.9pp | 160.65%-150.3pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,166-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,289 | $2,628-12.9% | $4,081-43.9% | $4,126-44.5% |
| Admin fee / account holder | $8,472 | $3,942+114.9% | $5,646+50.0% | $5,651+49.9% |