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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 | $26,165 | $172,111-84.8% | $150,298-82.6% | $137,256-80.9% |
| Participation rate | 31.8% | 81.7%-49.9pp | 77.8%-45.9pp | 80.0%-48.1pp |
| Annual return | 4.70% | 69.37%-64.7pp | 62.79%-58.1pp | 220.34%-215.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,440 | $6,166-60.4% | $5,453-55.2% | $6,407-61.9% |
| Admin fee / account holder | $2,907 | $16,471-82.4% | $14,116-79.4% | $12,270-76.3% |