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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 | $80,635 | $211,239-61.8% | $178,528-54.8% | $145,877-44.7% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 7.19% | 30.22%-23.0pp | 27.11%-19.9pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,195 | $6,963-39.8% | $6,278-33.2% | $6,691-37.3% |
| Admin fee / account holder | $1,620 | $12,095-86.6% | $10,419-84.5% | $13,402-87.9% |