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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 | $44,233 | $160,040-72.4% | $147,096-69.9% | $145,877-69.7% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.3pp | 80.3%-34.5pp |
| Annual return | 8.68% | 98.49%-89.8pp | 419.75%-411.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,606 | $8,429-33.5% | $8,071-30.5% | $6,691-16.2% |
| Admin fee / account holder | $3,072 | $15,050-79.6% | $13,005-76.4% | $13,402-77.1% |