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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 | $124,176 | $148,623-16.4% | $135,974-8.7% | $139,466-11.0% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 11.81% | 79.30%-67.5pp | 68.30%-56.5pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,013 | $8,103-13.4% | $7,760-9.6% | $6,712+4.5% |
| Admin fee / account holder | $2,938 | $12,406-76.3% | $10,767-72.7% | $11,409-74.3% |