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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 | $64,116 | $118,695-46.0% | $98,916-35.2% | $158,950-59.7% |
| Participation rate | 68.2% | 77.8%-9.6pp | 76.0%-7.8pp | 82.0%-13.8pp |
| Annual return | 2.07% | 372.39%-370.3pp | 196.45%-194.4pp | 302.91%-300.8pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,287 | $5,088-55.1% | $4,245-46.1% | $5,983-61.8% |
| Admin fee / account holder | $5,664 | $10,132-44.1% | $6,642-14.7% | $11,248-49.6% |