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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 | $114,767 | $148,623-22.8% | $135,974-15.6% | $139,466-17.7% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 0.68% | 79.30%-78.6pp | 68.30%-67.6pp | 373.66%-373.0pp |
| Employer contribution / active EE | $2,981 | $5,246-43.2% | $4,859-38.6% | $4,754-37.3% |
| Participant deferral / active EE | $7,686 | $8,103-5.1% | $7,760-1.0% | $6,712+14.5% |
| Admin fee / account holder | $2,727 | $12,406-78.0% | $10,767-74.7% | $11,409-76.1% |