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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 | $95,506 | $148,623-35.7% | $135,974-29.8% | $139,466-31.5% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 10.81% | 79.30%-68.5pp | 68.30%-57.5pp | 373.66%-362.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,822 | $8,103+8.9% | $7,760+13.7% | $6,712+31.4% |
| Admin fee / account holder | $477 | $12,406-96.2% | $10,767-95.6% | $11,409-95.8% |