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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 | $120,354 | $148,582-19.0% | $135,942-11.5% | $139,456-13.7% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 11.65% | 79.26%-67.6pp | 68.28%-56.6pp | 373.45%-361.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,941 | $8,101+35.1% | $7,759+41.0% | $6,711+63.0% |
| Admin fee / account holder | $2,667 | $12,402-78.5% | $10,764-75.2% | $11,407-76.6% |