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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 | $36,095 | $84,149-57.1% | $76,080-52.6% | $167,518-78.5% |
| Participation rate | 37.5% | 84.9%-47.4pp | 79.4%-41.9pp | 82.1%-44.6pp |
| Annual return | 8.20% | 54.99%-46.8pp | 42.50%-34.3pp | 478.71%-470.5pp |
| Employer contribution / active EE | $0 | $4,618-100.0% | $3,962-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,622 | $5,796-3.0% | $4,905+14.6% | $6,342-11.4% |
| Admin fee / account holder | $6,313 | $6,410-1.5% | $4,883+29.3% | $12,312-48.7% |