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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 | $42,578 | $102,382-58.4% | $147,005-71.0% | $80,874-47.4% |
| Participation rate | 32.2% | 75.8%-43.6pp | 82.2%-50.0pp | 67.6%-35.4pp |
| Annual return | 10.18% | 134.89%-124.7pp | 418.76%-408.6pp | 35.62%-25.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,812 | $6,646-42.7% | $8,070-52.8% | $4,297-11.3% |
| Admin fee / account holder | $1,173 | $7,942-85.2% | $13,006-91.0% | $6,935-83.1% |