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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 | $65,078 | $175,257-62.9% | $149,717-56.5% | $139,456-53.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 9.95% | 166.70%-156.7pp | 134.41%-124.5pp | 373.45%-363.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,975 | $6,521-39.0% | $5,682-30.0% | $6,711-40.8% |
| Admin fee / account holder | $2,456 | $16,156-84.8% | $13,213-81.4% | $11,407-78.5% |