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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 | $103,181 | $176,838-41.7% | $146,685-29.7% | $167,518-38.4% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 7.55% | 24.04%-16.5pp | 22.75%-15.2pp | 478.71%-471.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,256 | $6,441-65.0% | $5,507-59.0% | $6,342-64.4% |
| Admin fee / account holder | $7,305 | $13,262-44.9% | $10,281-28.9% | $12,312-40.7% |