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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 | $50,614 | $175,231-71.1% | $149,696-66.2% | $139,466-63.7% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 8.39% | 166.77%-158.4pp | 134.46%-126.1pp | 373.66%-365.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,354 | $6,521+43.4% | $5,682+64.6% | $6,712+39.4% |
| Admin fee / account holder | $5,446 | $16,155-66.3% | $13,212-58.8% | $11,409-52.3% |