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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 | $111,535+5.3% | $105,223+11.7% | $137,256-14.4% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 80.0%-43.1pp |
| Annual return | 7.65% | 237.85%-230.2pp | 180.65%-173.0pp | 220.34%-212.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,519 | $5,500-54.2% | $5,072-50.3% | $6,407-60.7% |
| Admin fee / account holder | $1,347 | $9,721-86.1% | $8,859-84.8% | $12,270-89.0% |