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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 | $70,287 | $154,228-54.4% | $145,433-51.7% | $137,256-48.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 11.53% | 74.59%-63.1pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,532 | $8,216-57.0% | $7,897-55.3% | $6,407-44.9% |
| Admin fee / account holder | $367 | $14,344-97.4% | $13,129-97.2% | $12,270-97.0% |