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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 | $130,017 | $68,398+90.1% | $94,664+37.3% | $75,173+73.0% |
| Participation rate | 64.3% | 76.1%-11.8pp | 80.8%-16.5pp | 67.2%-2.9pp |
| Annual return | 15.57% | 616.72%-601.2pp | 156.84%-141.3pp | 160.72%-145.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,526 | $6,537-46.1% | $7,417-52.5% | $4,126-14.6% |
| Admin fee / account holder | $3,784 | $5,324-28.9% | $7,222-47.6% | $5,651-33.0% |