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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 | $74,192 | $90,745-18.2% | $130,231-43.0% | $75,173-1.3% |
| Participation rate | 42.1% | 71.1%-28.9pp | 76.3%-34.2pp | 67.2%-25.1pp |
| Annual return | 13.19% | 34.45%-21.3pp | 38.86%-25.7pp | 160.72%-147.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,328 | $5,362+18.0% | $6,799-6.9% | $4,126+53.4% |
| Admin fee / account holder | $2,126 | $6,331-66.4% | $6,020-64.7% | $5,651-62.4% |