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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 | $103,336 | $134,817-23.4% | $123,973-16.6% | $155,188-33.4% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 3.04% | 515.49%-512.4pp | 388.13%-385.1pp | 148.84%-145.8pp |
| Employer contribution / active EE | $2,343 | $4,425-47.0% | $4,126-43.2% | $4,248-44.8% |
| Participant deferral / active EE | $2,343 | $5,706-58.9% | $5,247-55.3% | $6,531-64.1% |
| Admin fee / account holder | $6,561 | $13,245-50.5% | $11,799-44.4% | $14,480-54.7% |