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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 | $72,022 | $124,980-42.4% | $108,359-33.5% | $154,746-53.5% |
| Participation rate | 41.7% | 75.2%-33.5pp | 70.1%-28.5pp | 80.7%-39.0pp |
| Annual return | 8.06% | 45.00%-36.9pp | 36.89%-28.8pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,080 | $4,743-56.1% | $4,137-49.7% | $6,730-69.1% |
| Admin fee / account holder | $3,113 | $11,502-72.9% | $9,741-68.0% | $14,365-78.3% |