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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 | $77,886 | $102,385-23.9% | $147,080-47.0% | $80,935-3.8% |
| Participation rate | 50.9% | 75.9%-25.0pp | 82.2%-31.3pp | 67.7%-16.8pp |
| Annual return | 11.18% | 135.09%-123.9pp | 420.17%-409.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,675 | $6,651-29.7% | $8,066-42.0% | $4,299+8.7% |
| Admin fee / account holder | $9,451 | $7,951+18.9% | $12,989-27.2% | $6,924+36.5% |