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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 | $87,895 | $108,942-19.3% | $100,415-12.5% | $145,897-39.8% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 8.45% | 58.27%-49.8pp | 49.47%-41.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,294 | $4,422-70.7% | $3,943-67.2% | $4,663-72.2% |
| Participant deferral / active EE | $5,408 | $8,461-36.1% | $8,091-33.2% | $6,689-19.2% |
| Admin fee / account holder | $648 | $9,702-93.3% | $7,906-91.8% | $13,390-95.2% |