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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 | $50,655 | $166,268-69.5% | $165,100-69.3% | $145,897-65.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 7.20% | 100.52%-93.3pp | 70.21%-63.0pp | 552.29%-545.1pp |
| Employer contribution / active EE | $4,071 | $5,284-23.0% | $4,348-6.4% | $4,663-12.7% |
| Participant deferral / active EE | $12,154 | $6,964+74.5% | $6,035+101.4% | $6,689+81.7% |
| Admin fee / account holder | $33,206 | $16,659+99.3% | $12,696+161.6% | $13,390+148.0% |