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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 | $41,836 | $102,382-59.1% | $147,005-71.5% | $80,874-48.3% |
| Participation rate | 24.1% | 75.8%-51.7pp | 82.2%-58.0pp | 67.6%-43.5pp |
| Annual return | 10.69% | 134.89%-124.2pp | 418.76%-408.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,378 | $6,646-49.2% | $8,070-58.1% | $4,297-21.4% |
| Admin fee / account holder | $5,103 | $7,942-35.7% | $13,006-60.8% | $6,935-26.4% |