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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 | $102,422-58.4% | $147,117-71.1% | $80,959-47.4% |
| Participation rate | 32.2% | 75.9%-43.7pp | 82.2%-50.0pp | 67.7%-35.5pp |
| Annual return | 10.18% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,812 | $6,652-42.7% | $8,065-52.7% | $4,300-11.4% |
| Admin fee / account holder | $1,173 | $7,953-85.3% | $12,993-91.0% | $6,925-83.1% |