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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 | $116,822 | $157,296-25.7% | $141,191-17.3% | $152,897-23.6% |
| Participation rate | 47.1% | 84.8%-37.8pp | 82.5%-35.4pp | 82.5%-35.4pp |
| Annual return | 14.14% | 64.34%-50.2pp | 71.41%-57.3pp | 345.43%-331.3pp |
| Employer contribution / active EE | $2,222 | $5,262-57.8% | $4,736-53.1% | $4,764-53.4% |
| Participant deferral / active EE | $3,348 | $7,111-52.9% | $6,710-50.1% | $5,851-42.8% |
| Admin fee / account holder | $60,224 | $12,125+396.7% | $10,264+486.7% | $11,599+419.2% |