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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 | $120,019 | $148,623-19.2% | $135,974-11.7% | $139,466-13.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 11.41% | 79.30%-67.9pp | 68.30%-56.9pp | 373.66%-362.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,971 | $8,103-1.6% | $7,760+2.7% | $6,712+18.8% |
| Admin fee / account holder | $2,502 | $12,406-79.8% | $10,767-76.8% | $11,409-78.1% |