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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 | $55,446+17.1% | $155,574-58.3% | $74,429-12.8% |
| Participation rate | 27.5% | 61.9%-34.4pp | 78.2%-50.7pp | 67.2%-39.7pp |
| Annual return | 7.09% | 269.20%-262.1pp | 64.87%-57.8pp | 1368.38%-1361.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,980 | $2,836-30.2% | $5,629-64.8% | $4,348-54.5% |
| Admin fee / account holder | $1,752 | $1,743+0.5% | $15,914-89.0% | $1,944-9.9% |