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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 | $58,408 | $154,228-62.1% | $145,433-59.8% | $137,256-57.4% |
| Participation rate | 40.9% | 83.8%-42.9pp | 82.1%-41.2pp | 80.0%-39.1pp |
| Annual return | 10.52% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,488 | $8,216-21.0% | $7,897-17.8% | $6,407+1.3% |
| Admin fee / account holder | $25,653 | $14,344+78.8% | $13,129+95.4% | $12,270+109.1% |