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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 | $92,206 | $166,242-44.5% | $165,071-44.1% | $145,884-36.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 8.27% | 100.44%-92.2pp | 70.17%-61.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,229 | $5,283-76.7% | $4,347-71.7% | $4,662-73.6% |
| Participant deferral / active EE | $2,447 | $6,964-64.9% | $6,035-59.5% | $6,690-63.4% |
| Admin fee / account holder | $4,104 | $16,658-75.4% | $12,695-67.7% | $13,392-69.4% |