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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 | $210,476 | $108,911+93.3% | $100,392+109.7% | $145,884+44.3% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 7.62% | 58.23%-50.6pp | 49.45%-41.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,497 | $8,459-46.8% | $8,090-44.4% | $6,690-32.8% |
| Admin fee / account holder | $917 | $9,698-90.5% | $7,904-88.4% | $13,392-93.2% |