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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 | $156,398-62.7% | $147,318-60.4% | $138,895-57.9% |
| Participation rate | 40.9% | 83.8%-42.8pp | 82.1%-41.2pp | 79.9%-39.0pp |
| Annual return | 10.52% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,488 | $8,237-21.2% | $7,906-17.9% | $6,396+1.4% |
| Admin fee / account holder | $25,653 | $14,976+71.3% | $13,708+87.1% | $12,562+104.2% |