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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 | $68,396 | $175,257-61.0% | $149,717-54.3% | $139,456-51.0% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 6.00% | 166.70%-160.7pp | 134.41%-128.4pp | 373.45%-367.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,281 | $6,521-49.7% | $5,682-42.3% | $6,711-51.1% |
| Admin fee / account holder | $1,951 | $16,156-87.9% | $13,213-85.2% | $11,407-82.9% |