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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 | $102,595+18.8% | $94,057+29.6% | $154,746-21.2% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 9.12% | 583.42%-574.3pp | 480.62%-471.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,714 | $5,118+11.6% | $4,709+21.3% | $6,730-15.1% |
| Admin fee / account holder | $3,416 | $7,736-55.8% | $7,244-52.8% | $14,365-76.2% |