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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 | $35,243 | $154,209-77.1% | $130,062-72.9% | $139,487-74.7% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 4.24% | 32.52%-28.3pp | -137.37%+141.6pp | 373.84%-369.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,388 | $6,709-19.7% | $5,821-7.4% | $6,713-19.7% |
| Admin fee / account holder | $3,468 | $13,988-75.2% | $10,601-67.3% | $11,407-69.6% |