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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 | $111,148 | $217,432-48.9% | $185,851-40.2% | $167,553-33.7% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 5.88% | 148.43%-142.5pp | 122.11%-116.2pp | 478.89%-473.0pp |
| Employer contribution / active EE | $2,538 | $5,874-56.8% | $5,168-50.9% | $4,840-47.6% |
| Participant deferral / active EE | $4,099 | $6,357-35.5% | $5,569-26.4% | $6,343-35.4% |
| Admin fee / account holder | $36,869 | $19,820+86.0% | $16,245+127.0% | $12,316+199.4% |