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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 | $20,103 | $183,516-89.0% | $155,534-87.1% | $145,884-86.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 3.99% | 61.43%-57.4pp | 64.92%-60.9pp | 551.85%-547.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,084 | $6,467-52.3% | $5,630-45.2% | $6,690-53.9% |
| Admin fee / account holder | $1,992 | $19,293-89.7% | $15,900-87.5% | $13,392-85.1% |