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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 | $33,943 | $165,399-79.5% | $149,745-77.3% | $158,982-78.7% |
| Participation rate | 23.5% | 84.6%-61.0pp | 82.5%-59.0pp | 82.0%-58.4pp |
| Annual return | 7.42% | 348.34%-340.9pp | 276.72%-269.3pp | 302.99%-295.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,950 | $7,183-58.9% | $6,843-56.9% | $5,983-50.7% |
| Admin fee / account holder | $1,301 | $10,811-88.0% | $9,312-86.0% | $11,252-88.4% |