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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 | $110,210 | $162,136-32.0% | $152,301-27.6% | $154,746-28.8% |
| Participation rate | 61.9% | 84.1%-22.2pp | 82.4%-20.5pp | 80.7%-18.8pp |
| Annual return | 10.23% | 91.02%-80.8pp | 80.50%-70.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,407 | $8,341+24.8% | $8,004+30.0% | $6,730+54.6% |
| Admin fee / account holder | $14,335 | $15,759-9.0% | $14,398-0.4% | $14,365-0.2% |