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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 | $94,348 | $183,592-48.6% | $155,574-39.4% | $145,877-35.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 6.87% | 61.37%-54.5pp | 64.87%-58.0pp | 551.28%-544.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,215 | $6,466-34.8% | $5,629-25.1% | $6,691-37.0% |
| Admin fee / account holder | $24,803 | $19,316+28.4% | $15,914+55.9% | $13,402+85.1% |