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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 | $43,561 | $172,111-74.7% | $150,298-71.0% | $137,256-68.3% |
| Participation rate | 13.0% | 81.7%-68.7pp | 77.8%-64.7pp | 80.0%-66.9pp |
| Annual return | 10.53% | 69.37%-58.8pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,478 | $6,166-59.8% | $5,453-54.6% | $6,407-61.3% |
| Admin fee / account holder | $2,426 | $16,471-85.3% | $14,116-82.8% | $12,270-80.2% |