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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 | $158,755 | $197,625-19.7% | $177,840-10.7% | $158,966-0.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 3.59% | 58.76%-55.2pp | 48.32%-44.7pp | 302.95%-299.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,591 | $8,405+14.1% | $7,714+24.3% | $5,983+60.3% |
| Admin fee / account holder | $787 | $15,405-94.9% | $12,431-93.7% | $11,250-93.0% |