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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 | $124,901 | $58,258+114.4% | $81,820+52.7% | $80,925+54.3% |
| Participation rate | 61.7% | 63.5%-1.8pp | 72.4%-10.7pp | 67.7%-6.0pp |
| Annual return | 10.07% | 41.76%-31.7pp | 777.93%-767.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,886 | $3,284+48.8% | $4,323+13.0% | $4,299+13.7% |
| Admin fee / account holder | $12,429 | $4,976+149.8% | $7,391+68.2% | $6,940+79.1% |