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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 | $100,639 | $203,436-50.5% | $152,466-34.0% | $167,518-39.9% |
| Participation rate | 61.1% | 82.3%-21.2pp | 78.2%-17.1pp | 82.1%-21.0pp |
| Annual return | 8.02% | 13.80%-5.8pp | 757.33%-749.3pp | 478.71%-470.7pp |
| Employer contribution / active EE | $2,151 | $5,220-58.8% | $4,327-50.3% | $4,838-55.5% |
| Participant deferral / active EE | $6,060 | $6,716-9.8% | $5,820+4.1% | $6,342-4.4% |
| Admin fee / account holder | $1,039 | $22,506-95.4% | $15,805-93.4% | $12,312-91.6% |