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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 | $175,010 | $159,934+9.4% | $147,005+19.1% | $145,959+19.9% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 6.35% | 98.24%-91.9pp | 418.76%-412.4pp | 561.95%-555.6pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,885 | $8,427-42.0% | $8,070-39.5% | $6,689-27.0% |
| Admin fee / account holder | $127,215 | $15,053+745.1% | $13,006+878.1% | $13,398+849.5% |