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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 | $121,794 | $58,258+109.1% | $81,820+48.9% | $80,925+50.5% |
| Participation rate | 58.8% | 63.5%-4.6pp | 72.4%-13.6pp | 67.7%-8.8pp |
| Annual return | 10.66% | 41.76%-31.1pp | 777.93%-767.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,530 | $3,284+68.4% | $4,323+27.9% | $4,299+28.6% |
| Admin fee / account holder | $9,187 | $4,976+84.6% | $7,391+24.3% | $6,940+32.4% |