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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 | $100,616 | $102,938-2.3% | $94,105+6.9% | $138,895-27.6% |
| Participation rate | 20.0% | 74.6%-54.6pp | 71.9%-51.9pp | 79.9%-59.9pp |
| Annual return | 9.55% | 250.28%-240.7pp | 204.55%-195.0pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $435 | $6,600-93.4% | $6,199-93.0% | $12,562-96.5% |