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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 | $143,603 | $176,120-18.5% | $159,487-10.0% | $167,553-14.3% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 6.88% | 331.95%-325.1pp | 263.71%-256.8pp | 478.89%-472.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,086 | $7,752-8.6% | $7,354-3.6% | $6,343+11.7% |
| Admin fee / account holder | $1,102 | $12,561-91.2% | $10,804-89.8% | $12,316-91.1% |