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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 | $77,973 | $110,337-29.3% | $102,383-23.8% | $145,877-46.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 7.03% | 24.83%-17.8pp | 24.94%-17.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,888 | $5,621-48.6% | $5,060-42.9% | $6,691-56.8% |
| Admin fee / account holder | $4,029 | $9,750-58.7% | $8,391-52.0% | $13,402-69.9% |