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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 | $131,874 | $160,070-17.6% | $147,117-10.4% | $145,897-9.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 6.33% | 98.69%-92.4pp | 420.54%-414.2pp | 552.29%-546.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,675 | $8,419-56.4% | $8,065-54.4% | $6,689-45.1% |
| Admin fee / account holder | $42,207 | $15,035+180.7% | $12,993+224.9% | $13,390+215.2% |