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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 | $47,366 | $175,231-73.0% | $149,696-68.4% | $139,466-66.0% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 5.11% | 166.77%-161.7pp | 134.46%-129.3pp | 373.66%-368.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,933 | $6,521-24.4% | $5,682-13.2% | $6,712-26.5% |
| Admin fee / account holder | $3,083 | $16,155-80.9% | $13,212-76.7% | $11,409-73.0% |