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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 | $156,391 | $112,933+38.5% | $90,970+71.9% | $158,982-1.6% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 3.26% | 215.82%-212.6pp | 134.60%-131.3pp | 302.99%-299.7pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,767 | $4,128+39.7% | $3,373+71.0% | $5,983-3.6% |
| Admin fee / account holder | $2,382 | $8,047-70.4% | $5,961-60.0% | $11,252-78.8% |