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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 | $20,348 | $160,040-87.3% | $147,096-86.2% | $145,877-86.1% |
| Participation rate | 35.0% | 84.0%-49.0pp | 82.2%-47.2pp | 80.3%-45.3pp |
| Annual return | 9.65% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,798 | $8,429-66.8% | $8,071-65.3% | $6,691-58.2% |
| Admin fee / account holder | $1,520 | $15,050-89.9% | $13,005-88.3% | $13,402-88.7% |