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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 | $51,643 | $98,760-47.7% | $149,710-65.5% | $79,860-35.3% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.5%-25.0pp | 69.6%-12.1pp |
| Annual return | 12.03% | 27.43%-15.4pp | 276.63%-264.6pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,534 | $5,681+15.0% | $6,842-4.5% | $3,740+74.7% |
| Admin fee / account holder | $9,771 | $6,053+61.4% | $9,309+5.0% | $5,306+84.1% |