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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 | $112,811 | $124,351-9.3% | $109,188+3.3% | $167,553-32.7% |
| Participation rate | 47.4% | 79.4%-32.1pp | 75.9%-28.5pp | 82.1%-34.7pp |
| Annual return | 7.01% | 26.04%-19.0pp | 25.76%-18.7pp | 478.89%-471.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,791 | $5,257-8.9% | $4,654+2.9% | $6,343-24.5% |
| Admin fee / account holder | $627 | $7,975-92.1% | $6,755-90.7% | $12,316-94.9% |