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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 | $108,776 | $157,296-30.8% | $141,191-23.0% | $152,897-28.9% |
| Participation rate | 42.1% | 84.8%-42.7pp | 82.5%-40.4pp | 82.5%-40.3pp |
| Annual return | 13.97% | 64.34%-50.4pp | 71.41%-57.4pp | 345.43%-331.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,623 | $7,111-20.9% | $6,710-16.2% | $5,851-3.9% |
| Admin fee / account holder | $1,175 | $12,125-90.3% | $10,264-88.6% | $11,599-89.9% |