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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 | $159,978-72.4% | $147,041-69.9% | $145,978-69.7% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.3pp | 80.3%-34.5pp |
| Annual return | 8.68% | 98.36%-89.7pp | 419.21%-410.5pp | 550.52%-541.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,606 | $8,429-33.5% | $8,071-30.5% | $6,690-16.2% |
| Admin fee / account holder | $3,072 | $15,053-79.6% | $13,006-76.4% | $13,400-77.1% |