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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 | $103,495 | $124,425-16.8% | $112,040-7.6% | $137,256-24.6% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 8.62% | 24.72%-16.1pp | 24.52%-15.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,876 | $5,718-14.7% | $5,098-4.4% | $6,407-23.9% |
| Admin fee / account holder | $1,840 | $15,207-87.9% | $12,098-84.8% | $12,270-85.0% |