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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 | $104,866 | $154,228-32.0% | $145,433-27.9% | $137,256-23.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 5.40% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,083 | $8,216-50.3% | $7,897-48.3% | $6,407-36.3% |
| Admin fee / account holder | $12,523 | $14,344-12.7% | $13,129-4.6% | $12,270+2.1% |