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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 | $40,133 | $108,911-63.2% | $100,392-60.0% | $145,884-72.5% |
| Participation rate | 41.7% | 83.0%-41.3pp | 81.5%-39.8pp | 80.3%-38.6pp |
| Annual return | 9.24% | 58.23%-49.0pp | 49.45%-40.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,743 | $8,459-67.6% | $8,090-66.1% | $6,690-59.0% |
| Admin fee / account holder | $2,832 | $9,698-70.8% | $7,904-64.2% | $13,392-78.9% |