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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 | $116,336 | $175,259-33.6% | $149,723-22.3% | $139,487-16.6% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 10.59% | 166.82%-156.2pp | 134.50%-123.9pp | 373.84%-363.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,700 | $6,522-58.6% | $5,682-52.5% | $6,713-59.8% |
| Admin fee / account holder | $12,328 | $16,158-23.7% | $13,215-6.7% | $11,407+8.1% |