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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 | $61,210 | $155,555-60.7% | $146,866-58.3% | $155,188-60.6% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.5%-27.5pp | 80.8%-25.8pp |
| Annual return | 9.65% | 115.41%-105.8pp | 102.85%-93.2pp | 148.84%-139.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,780 | $8,044-53.0% | $7,759-51.3% | $6,531-42.1% |
| Admin fee / account holder | $10,589 | $14,755-28.2% | $13,620-22.3% | $14,480-26.9% |