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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 | $68,023 | $124,351-45.3% | $109,188-37.7% | $167,553-59.4% |
| Participation rate | 68.2% | 79.4%-11.3pp | 75.9%-7.7pp | 82.1%-13.9pp |
| Annual return | 8.60% | 26.04%-17.4pp | 25.76%-17.2pp | 478.89%-470.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,482 | $5,257+4.3% | $4,654+17.8% | $6,343-13.6% |
| Admin fee / account holder | $913 | $7,975-88.6% | $6,755-86.5% | $12,316-92.6% |