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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 | $125,393 | $148,629-15.6% | $135,982-7.8% | $139,487-10.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 1.93% | 79.33%-77.4pp | 68.32%-66.4pp | 373.84%-371.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,009 | $8,102+35.9% | $7,760+41.9% | $6,713+64.0% |
| Admin fee / account holder | $550 | $12,406-95.6% | $10,767-94.9% | $11,407-95.2% |