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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 | $103,345 | $157,304-34.3% | $141,197-26.8% | $152,909-32.4% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 13.85% | 64.34%-50.5pp | 71.41%-57.6pp | 345.46%-331.6pp |
| Employer contribution / active EE | $2,032 | $5,263-61.4% | $4,736-57.1% | $4,764-57.3% |
| Participant deferral / active EE | $4,159 | $7,111-41.5% | $6,710-38.0% | $5,851-28.9% |
| Admin fee / account holder | $3,476 | $12,126-71.3% | $10,265-66.1% | $11,601-70.0% |