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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 | $25,217 | $109,411-77.0% | $89,435-71.8% | $158,982-84.1% |
| Participation rate | 26.7% | 74.3%-47.6pp | 68.0%-41.3pp | 82.0%-55.3pp |
| Annual return | 5.07% | 345.68%-340.6pp | 245.55%-240.5pp | 302.99%-297.9pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,594 | $4,600-0.1% | $3,890+18.1% | $5,983-23.2% |
| Admin fee / account holder | $3,592 | $6,159-41.7% | $4,884-26.5% | $11,252-68.1% |