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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 | $121,894 | $72,071+69.1% | $68,368+78.3% | $137,256-11.2% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 9.12% | 353.14%-344.0pp | 292.57%-283.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,714 | $4,410+29.6% | $4,123+38.6% | $6,407-10.8% |
| Admin fee / account holder | $3,416 | $5,336-36.0% | $5,150-33.7% | $12,270-72.2% |