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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 | $36,383 | $95,406-61.9% | $185,849-80.4% | $85,847-57.6% |
| Participation rate | 46.3% | 68.8%-22.5pp | 81.7%-35.4pp | 69.3%-23.0pp |
| Annual return | 8.64% | 23.59%-14.9pp | 122.10%-113.5pp | 318.61%-310.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,615 | $3,424-23.6% | $5,569-53.0% | $3,952-33.8% |
| Admin fee / account holder | $1,174 | $7,214-83.7% | $16,244-92.8% | $6,261-81.2% |