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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 | $47,894 | $154,228-68.9% | $145,433-67.1% | $137,256-65.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 7.42% | 74.59%-67.2pp | 66.58%-59.2pp | 220.34%-212.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,712 | $8,216+30.4% | $7,897+35.6% | $6,407+67.2% |
| Admin fee / account holder | $3,974 | $14,344-72.3% | $13,129-69.7% | $12,270-67.6% |