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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 | $159,709 | $166,131-3.9% | $164,975-3.2% | $145,877+9.5% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 4.67% | 100.37%-95.7pp | 70.12%-65.5pp | 551.28%-546.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,792 | $6,962+11.9% | $6,033+29.1% | $6,691+16.5% |
| Admin fee / account holder | $15,137 | $16,648-9.1% | $12,688+19.3% | $13,402+12.9% |