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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 | $81,160 | $117,846-31.1% | $102,434-20.8% | $145,884-44.4% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 7.65% | 31.90%-24.2pp | 29.46%-21.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,949 | $5,733-13.7% | $5,055-2.1% | $6,690-26.0% |
| Admin fee / account holder | $1,239 | $13,356-90.7% | $9,462-86.9% | $13,392-90.7% |