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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 | $116,682 | $165,381-29.4% | $149,730-22.1% | $158,966-26.6% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 6.65% | 348.29%-341.6pp | 276.70%-270.0pp | 302.95%-296.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,441 | $7,182-38.2% | $6,843-35.1% | $5,983-25.8% |
| Admin fee / account holder | $1,952 | $10,809-81.9% | $9,310-79.0% | $11,250-82.7% |