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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 | $34,374 | $135,956-74.7% | $123,894-72.3% | $273,972-87.5% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 2.91% | 56.63%-53.7pp | 47.52%-44.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,896 | $6,343-7.0% | $5,984-1.5% | $5,287+11.5% |
| Admin fee / account holder | $1,927 | $9,817-80.4% | $8,357-76.9% | $10,133-81.0% |