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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 | $52,444 | $79,003-33.6% | $100,398-47.8% | $74,400-29.5% |
| Participation rate | 55.1% | 79.5%-24.3pp | 81.5%-26.4pp | 67.2%-12.1pp |
| Annual return | 13.02% | 20.62%-7.6pp | 49.32%-36.3pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,563 | $7,752-15.3% | $8,084-18.8% | $4,348+50.9% |
| Admin fee / account holder | $1,427 | $1,331+7.2% | $7,893-81.9% | $1,944-26.6% |