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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 | $53,586 | $157,276-65.9% | $141,177-62.0% | $152,885-64.9% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 13.53% | 64.33%-50.8pp | 71.40%-57.9pp | 345.39%-331.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,865 | $7,110-59.7% | $6,710-57.3% | $5,851-51.0% |
| Admin fee / account holder | $2,066 | $12,123-83.0% | $10,263-79.9% | $11,598-82.2% |