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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 | $53,093 | $183,627-71.1% | $155,602-65.9% | $145,978-63.6% |
| Participation rate | 15.4% | 82.7%-67.3pp | 78.2%-62.8pp | 80.3%-64.9pp |
| Annual return | 5.42% | 61.32%-55.9pp | 64.81%-59.4pp | 550.52%-545.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,923 | $19,327-90.0% | $15,923-87.9% | $13,400-85.6% |