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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 | $108,381 | $159,934-32.2% | $147,005-26.3% | $145,959-25.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.02% | 98.24%-91.2pp | 418.76%-411.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $2,681 | $5,287-49.3% | $4,934-45.7% | $4,661-42.5% |
| Participant deferral / active EE | $5,877 | $8,427-30.3% | $8,070-27.2% | $6,689-12.1% |
| Admin fee / account holder | $7,322 | $15,053-51.4% | $13,006-43.7% | $13,398-45.4% |