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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 | $64,442 | $209,336-69.2% | $197,124-67.3% | $137,256-53.1% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 9.78% | 48.09%-38.3pp | 44.34%-34.6pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,338 | $9,614-44.5% | $9,135-41.6% | $6,407-16.7% |
| Admin fee / account holder | $7,749 | $17,308-55.2% | $16,298-52.5% | $12,270-36.8% |