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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 | $67,580 | $85,766-21.2% | $136,298-50.4% | $70,126-3.6% |
| Participation rate | 61.1% | 74.2%-13.0pp | 81.9%-20.8pp | 69.5%-8.4pp |
| Annual return | 8.92% | 31.46%-22.5pp | 5156.27%-5147.4pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,901 | $5,051-42.6% | $6,247-53.6% | $3,332-12.9% |
| Admin fee / account holder | $13,067 | $5,421+141.1% | $9,244+41.4% | $4,645+181.3% |