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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 | $111,630 | $165,381-32.5% | $149,730-25.4% | $158,966-29.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.44% | 348.29%-347.9pp | 276.70%-276.3pp | 302.95%-302.5pp |
| Employer contribution / active EE | $2,075 | $5,104-59.3% | $4,645-55.3% | $4,762-56.4% |
| Participant deferral / active EE | $6,110 | $7,182-14.9% | $6,843-10.7% | $5,983+2.1% |
| Admin fee / account holder | $2,012 | $10,809-81.4% | $9,310-78.4% | $11,250-82.1% |