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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 | $45,143 | $148,623-69.6% | $135,974-66.8% | $139,466-67.6% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 9.61% | 79.30%-69.7pp | 68.30%-58.7pp | 373.66%-364.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,596 | $8,103-55.6% | $7,760-53.7% | $6,712-46.4% |
| Admin fee / account holder | $2,503 | $12,406-79.8% | $10,767-76.8% | $11,409-78.1% |