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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 | $54,574 | $156,398-65.1% | $147,318-63.0% | $138,895-60.7% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.1%-34.7pp | 79.9%-32.6pp |
| Annual return | 10.69% | 78.75%-68.1pp | 70.43%-59.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,172 | $8,237-49.4% | $7,906-47.2% | $6,396-34.8% |
| Admin fee / account holder | $2,989 | $14,976-80.0% | $13,708-78.2% | $12,562-76.2% |