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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 | $114,325 | $152,612-25.1% | $125,192-8.7% | $152,897-25.2% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.5%-38.0pp |
| Annual return | 6.26% | 54.85%-48.6pp | 43.79%-37.5pp | 345.43%-339.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,398 | $5,868-59.1% | $4,937-51.4% | $5,851-59.0% |
| Admin fee / account holder | $11,761 | $13,437-12.5% | $9,704+21.2% | $11,599+1.4% |