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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 | $49,199+9.2% | $121,210-55.7% | $75,177-28.6% |
| Participation rate | 26.6% | 55.4%-28.8pp | 69.5%-43.0pp | 67.2%-40.6pp |
| Annual return | 10.38% | 56.04%-45.7pp | 987.41%-977.0pp | 160.75%-150.4pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,289 | $2,630-12.9% | $4,084-43.9% | $4,126-44.5% |
| Admin fee / account holder | $8,472 | $3,946+114.7% | $5,647+50.0% | $5,651+49.9% |