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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 | $70,421 | $114,119-38.3% | $107,187-34.3% | $138,895-49.3% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 11.15% | 273.21%-262.1pp | 204.55%-193.4pp | 145.39%-134.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,780 | $5,538-13.7% | $5,096-6.2% | $6,396-25.3% |
| Admin fee / account holder | $602 | $10,024-94.0% | $9,162-93.4% | $12,562-95.2% |