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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 | $138,345 | $159,978-13.5% | $147,041-5.9% | $145,978-5.2% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 9.15% | 98.36%-89.2pp | 419.21%-410.1pp | 550.52%-541.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,090 | $8,429-39.6% | $8,071-36.9% | $6,690-23.9% |
| Admin fee / account holder | $740 | $15,053-95.1% | $13,006-94.3% | $13,400-94.5% |