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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 | $154,385 | $115,814+33.3% | $101,275+52.4% | $158,982-2.9% |
| Participation rate | 38.9% | 79.4%-40.5pp | 75.8%-36.9pp | 82.0%-43.1pp |
| Annual return | 5.83% | 56.16%-50.3pp | 46.48%-40.6pp | 302.99%-297.2pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,446 | $4,958-50.7% | $4,371-44.0% | $5,983-59.1% |
| Admin fee / account holder | $507 | $7,249-93.0% | $5,948-91.5% | $11,252-95.5% |