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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 | $106,447 | $183,539-42.0% | $155,556-31.6% | $145,897-27.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.13% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.2pp |
| Employer contribution / active EE | $2,508 | $5,315-52.8% | $4,675-46.4% | $4,663-46.2% |
| Participant deferral / active EE | $3,879 | $6,467-40.0% | $5,631-31.1% | $6,689-42.0% |
| Admin fee / account holder | $5,654 | $19,275-70.7% | $15,885-64.4% | $13,390-57.8% |