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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 | $58,311+108.9% | $81,882+48.7% | $80,959+50.4% |
| Participation rate | 58.8% | 63.5%-4.7pp | 72.4%-13.6pp | 67.7%-8.8pp |
| Annual return | 10.66% | 41.85%-31.2pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,530 | $3,287+68.2% | $4,323+27.9% | $4,300+28.6% |
| Admin fee / account holder | $9,187 | $4,752+93.3% | $7,360+24.8% | $6,925+32.7% |