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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 | $66,828 | $182,442-63.4% | $163,379-59.1% | $138,895-51.9% |
| Participation rate | 58.8% | 79.8%-21.0pp | 76.8%-18.0pp | 79.9%-21.1pp |
| Annual return | 9.64% | 72.74%-63.1pp | 63.41%-53.8pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,085 | $6,817-40.1% | $6,282-35.0% | $6,396-36.1% |
| Admin fee / account holder | $2,435 | $10,396-76.6% | $9,818-75.2% | $12,562-80.6% |