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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 | $26,907 | $135,956-80.2% | $123,894-78.3% | $273,972-90.2% |
| Participation rate | 11.8% | 84.1%-72.3pp | 81.4%-69.6pp | 83.0%-71.3pp |
| Annual return | 3.13% | 56.63%-53.5pp | 47.52%-44.4pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,387 | $6,343-62.4% | $5,984-60.1% | $5,287-54.8% |
| Admin fee / account holder | $5,006 | $9,817-49.0% | $8,357-40.1% | $10,133-50.6% |