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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 | $68,714 | $63,346+8.5% | $92,240-25.5% | $70,126-2.0% |
| Participation rate | 32.4% | 68.7%-36.3pp | 76.5%-44.1pp | 69.5%-37.2pp |
| Annual return | 12.16% | 530.19%-518.0pp | 176.29%-164.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,254 | $2,854-21.0% | $3,897-42.2% | $3,332-32.3% |
| Admin fee / account holder | $541 | $3,841-85.9% | $5,194-89.6% | $4,645-88.4% |