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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 | $101,412 | $183,539-44.7% | $155,556-34.8% | $145,897-30.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 5.74% | 61.31%-55.6pp | 64.84%-59.1pp | 552.29%-546.6pp |
| Employer contribution / active EE | $2,297 | $5,315-56.8% | $4,675-50.9% | $4,663-50.7% |
| Participant deferral / active EE | $3,314 | $6,467-48.8% | $5,631-41.1% | $6,689-50.5% |
| Admin fee / account holder | $2,074 | $19,275-89.2% | $15,885-86.9% | $13,390-84.5% |