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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 | $102,085 | $107,368-4.9% | $92,915+9.9% | $152,909-33.2% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 6.34% | 145.64%-139.3pp | 109.45%-103.1pp | 345.46%-339.1pp |
| Employer contribution / active EE | $1,100 | $4,222-74.0% | $3,653-69.9% | $4,764-76.9% |
| Participant deferral / active EE | $4,092 | $4,848-15.6% | $4,238-3.5% | $5,851-30.1% |
| Admin fee / account holder | $5,741 | $7,082-18.9% | $5,796-0.9% | $11,601-50.5% |