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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 | $102,429-58.4% | $147,096-71.1% | $80,925-47.4% |
| Participation rate | 32.2% | 75.9%-43.7pp | 82.2%-50.0pp | 67.7%-35.5pp |
| Annual return | 10.18% | 135.02%-124.8pp | 419.75%-409.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,812 | $6,649-42.7% | $8,071-52.8% | $4,299-11.3% |
| Admin fee / account holder | $1,173 | $7,957-85.3% | $13,005-91.0% | $6,940-83.1% |