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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 | $51,465 | $165,381-68.9% | $149,730-65.6% | $158,966-67.6% |
| Participation rate | 46.2% | 84.6%-38.4pp | 82.5%-36.3pp | 82.0%-35.8pp |
| Annual return | 7.47% | 348.29%-340.8pp | 276.70%-269.2pp | 302.95%-295.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,344 | $7,182+2.3% | $6,843+7.3% | $5,983+22.7% |
| Admin fee / account holder | $9,333 | $10,809-13.7% | $9,310+0.2% | $11,250-17.0% |