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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 | $100,965 | $157,304-35.8% | $141,197-28.5% | $152,909-34.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 13.90% | 64.34%-50.4pp | 71.41%-57.5pp | 345.46%-331.6pp |
| Employer contribution / active EE | $1,714 | $5,263-67.4% | $4,736-63.8% | $4,764-64.0% |
| Participant deferral / active EE | $6,089 | $7,111-14.4% | $6,710-9.3% | $5,851+4.1% |
| Admin fee / account holder | $14,610 | $12,126+20.5% | $10,265+42.3% | $11,601+25.9% |