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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 | $96,476 | $111,535-13.5% | $105,223-8.3% | $137,256-29.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 8.04% | 237.85%-229.8pp | 180.65%-172.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,877 | $3,939-52.4% | $3,689-49.1% | $4,156-54.8% |
| Participant deferral / active EE | $8,415 | $5,500+53.0% | $5,072+65.9% | $6,407+31.3% |
| Admin fee / account holder | $1,557 | $9,721-84.0% | $8,859-82.4% | $12,270-87.3% |