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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 | $125,010 | $166,089-24.7% | $164,928-24.2% | $145,978-14.4% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 7.73% | 100.26%-92.5pp | 70.08%-62.4pp | 550.52%-542.8pp |
| Employer contribution / active EE | $2,065 | $5,276-60.9% | $4,343-52.5% | $4,662-55.7% |
| Participant deferral / active EE | $5,750 | $6,961-17.4% | $6,034-4.7% | $6,690-14.0% |
| Admin fee / account holder | $48,987 | $16,641+194.4% | $12,684+286.2% | $13,400+265.6% |