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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 | $166,242-24.8% | $165,071-24.3% | $145,884-14.3% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 7.73% | 100.44%-92.7pp | 70.17%-62.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $2,065 | $5,283-60.9% | $4,347-52.5% | $4,662-55.7% |
| Participant deferral / active EE | $5,750 | $6,964-17.4% | $6,035-4.7% | $6,690-14.0% |
| Admin fee / account holder | $48,987 | $16,658+194.1% | $12,695+285.9% | $13,392+265.8% |