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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 | $25,791 | $183,592-86.0% | $155,574-83.4% | $145,877-82.3% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 5.54% | 61.37%-55.8pp | 64.87%-59.3pp | 551.28%-545.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,228 | $6,466-19.2% | $5,629-7.1% | $6,691-21.9% |
| Admin fee / account holder | $1,024 | $19,316-94.7% | $15,914-93.6% | $13,402-92.4% |