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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 | $81,686 | $211,224-61.3% | $178,505-54.2% | $145,897-44.0% |
| Participation rate | 23.8% | 80.8%-57.0pp | 77.1%-53.3pp | 80.3%-56.5pp |
| Annual return | 6.37% | 30.28%-23.9pp | 27.16%-20.8pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,531 | $6,966-78.0% | $6,280-75.6% | $6,689-77.1% |
| Admin fee / account holder | $58,999 | $12,109+387.2% | $10,428+465.8% | $13,390+340.6% |