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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 | $64,937 | $55,470+17.1% | $155,556-58.3% | $74,478-12.8% |
| Participation rate | 27.5% | 61.9%-34.4pp | 78.2%-50.7pp | 67.2%-39.7pp |
| Annual return | 7.09% | 269.80%-262.7pp | 64.84%-57.7pp | 1370.56%-1363.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,980 | $2,838-30.2% | $5,631-64.8% | $4,350-54.5% |
| Admin fee / account holder | $1,752 | $1,744+0.4% | $15,885-89.0% | $1,946-10.0% |