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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 | $96,930 | $108,911-11.0% | $100,392-3.4% | $145,884-33.6% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 9.85% | 58.23%-48.4pp | 49.45%-39.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,870 | $4,420-57.7% | $3,941-52.5% | $4,662-59.9% |
| Participant deferral / active EE | $5,827 | $8,459-31.1% | $8,090-28.0% | $6,690-12.9% |
| Admin fee / account holder | $1,003 | $9,698-89.7% | $7,904-87.3% | $13,392-92.5% |