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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 | $55,191 | $232,540-76.3% | $185,117-70.2% | $147,586-62.6% |
| Participation rate | 36.4% | 82.4%-46.0pp | 77.3%-40.9pp | 82.8%-46.5pp |
| Annual return | 6.52% | 43.03%-36.5pp | 40.50%-34.0pp | 578.59%-572.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,159 | $5,834-63.0% | $5,045-57.2% | $5,439-60.3% |
| Admin fee / account holder | $1,617 | $10,275-84.3% | $8,159-80.2% | $10,886-85.2% |