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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 | $54,406 | $172,111-68.4% | $150,298-63.8% | $137,256-60.4% |
| Participation rate | 30.8% | 81.7%-50.9pp | 77.8%-47.0pp | 80.0%-49.2pp |
| Annual return | 0.87% | 69.37%-68.5pp | 62.79%-61.9pp | 220.34%-219.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,742 | $6,166-39.3% | $5,453-31.4% | $6,407-41.6% |
| Admin fee / account holder | $8,856 | $16,471-46.2% | $14,116-37.3% | $12,270-27.8% |