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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 | $100,167 | $77,157+29.8% | $108,405-7.6% | $85,851+16.7% |
| Participation rate | 68.6% | 74.7%-6.1pp | 80.1%-11.6pp | 69.3%-0.7pp |
| Annual return | 11.54% | 44.55%-33.0pp | 905.55%-894.0pp | 318.63%-307.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,536 | $5,567-54.4% | $6,563-61.4% | $3,952-35.8% |
| Admin fee / account holder | $613 | $5,174-88.1% | $7,297-91.6% | $6,261-90.2% |