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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 | $129,776 | $174,379-25.6% | $152,093-14.7% | $138,895-6.6% |
| Participation rate | 52.2% | 81.6%-29.5pp | 77.8%-25.6pp | 79.9%-27.7pp |
| Annual return | 10.02% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,723 | $6,159-72.0% | $5,451-68.4% | $6,396-73.1% |
| Admin fee / account holder | $5,330 | $16,880-68.4% | $14,497-63.2% | $12,562-57.6% |