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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 | $104,804 | $102,385+2.4% | $147,080-28.7% | $80,935+29.5% |
| Participation rate | 26.9% | 75.9%-48.9pp | 82.2%-55.3pp | 67.7%-40.7pp |
| Annual return | 10.46% | 135.09%-124.6pp | 420.17%-409.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,050 | $6,651-39.1% | $8,066-49.8% | $4,299-5.8% |
| Admin fee / account holder | $1,069 | $7,951-86.6% | $12,989-91.8% | $6,924-84.6% |