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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 | $136,931 | $183,592-25.4% | $155,567-12.0% | $145,959-6.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.56% | 61.24%-53.7pp | 64.74%-57.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,980 | $5,315-62.7% | $4,674-57.6% | $4,661-57.5% |
| Participant deferral / active EE | $6,958 | $6,464+7.6% | $5,628+23.6% | $6,689+4.0% |
| Admin fee / account holder | $54,367 | $19,318+181.4% | $15,916+241.6% | $13,398+305.8% |