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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 | $81,782 | $106,247-23.0% | $96,515-15.3% | $139,466-41.4% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 7.69% | 38.47%-30.8pp | 35.73%-28.0pp | 373.66%-366.0pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,123 | $5,456-61.1% | $4,880-56.5% | $6,712-68.4% |
| Admin fee / account holder | $1,773 | $7,885-77.5% | $6,735-73.7% | $11,409-84.5% |