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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 | $100,214 | $148,623-32.6% | $135,974-26.3% | $139,466-28.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 11.93% | 79.30%-67.4pp | 68.30%-56.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $2,696 | $5,246-48.6% | $4,859-44.5% | $4,754-43.3% |
| Participant deferral / active EE | $6,432 | $8,103-20.6% | $7,760-17.1% | $6,712-4.2% |
| Admin fee / account holder | $4,654 | $12,406-62.5% | $10,767-56.8% | $11,409-59.2% |