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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 | $77,683 | $148,558-47.7% | $135,925-42.8% | $139,427-44.3% |
| Participation rate | 54.2% | 83.9%-29.7pp | 81.9%-27.7pp | 80.3%-26.2pp |
| Annual return | 7.42% | 79.22%-71.8pp | 68.25%-60.8pp | 373.27%-365.8pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $7,530 | $8,101-7.1% | $7,759-3.0% | $6,711+12.2% |
| Admin fee / account holder | $4,769 | $12,401-61.5% | $10,764-55.7% | $11,404-58.2% |