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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 | $81,900 | $110,410-25.8% | $102,437-20.0% | $145,897-43.9% |
| Participation rate | 21.4% | 77.9%-56.5pp | 74.5%-53.1pp | 80.3%-58.9pp |
| Annual return | 5.29% | 24.85%-19.6pp | 24.95%-19.7pp | 552.29%-547.0pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,608 | $5,622-53.6% | $5,060-48.5% | $6,689-61.0% |
| Admin fee / account holder | $1,812 | $9,745-81.4% | $8,388-78.4% | $13,390-86.5% |