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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 | $145,804 | $183,592-20.6% | $155,567-6.3% | $145,959-0.1% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 7.99% | 61.24%-53.2pp | 64.74%-56.7pp | 561.95%-554.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,509 | $6,464-45.7% | $5,628-37.6% | $6,689-47.5% |
| Admin fee / account holder | $317 | $19,318-98.4% | $15,916-98.0% | $13,398-97.6% |