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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 | $117,499 | $129,737-9.4% | $119,126-1.4% | $154,746-24.1% |
| Participation rate | 36.8% | 78.9%-42.0pp | 75.8%-38.9pp | 80.7%-43.9pp |
| Annual return | 7.65% | 379.08%-371.4pp | 282.11%-274.5pp | 172.34%-164.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,519 | $5,842-56.9% | $5,318-52.6% | $6,730-62.6% |
| Admin fee / account holder | $1,347 | $11,961-88.7% | $10,693-87.4% | $14,365-90.6% |