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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 | $99,728 | $148,629-32.9% | $135,982-26.7% | $139,487-28.5% |
| Participation rate | 68.2% | 83.9%-15.7pp | 81.9%-13.7pp | 80.3%-12.2pp |
| Annual return | 10.41% | 79.33%-68.9pp | 68.32%-57.9pp | 373.84%-363.4pp |
| Employer contribution / active EE | $2,008 | $5,247-61.7% | $4,859-58.7% | $4,755-57.8% |
| Participant deferral / active EE | $4,224 | $8,102-47.9% | $7,760-45.6% | $6,713-37.1% |
| Admin fee / account holder | $3,890 | $12,406-68.6% | $10,767-63.9% | $11,407-65.9% |