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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 | $54,470 | $127,386-57.2% | $115,037-52.6% | $125,388-56.6% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -5.44% | 31.28%-36.7pp | 26.14%-31.6pp | 282.24%-287.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,080 | $6,423-52.0% | $6,026-48.9% | $5,352-42.4% |
| Admin fee / account holder | $1,342 | $9,516-85.9% | $8,175-83.6% | $9,541-85.9% |