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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 | $99,850 | $165,399-39.6% | $149,745-33.3% | $158,982-37.2% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 3.73% | 348.34%-344.6pp | 276.72%-273.0pp | 302.99%-299.3pp |
| Employer contribution / active EE | $4,506 | $5,105-11.7% | $4,646-3.0% | $4,763-5.4% |
| Participant deferral / active EE | $7,902 | $7,183+10.0% | $6,843+15.5% | $5,983+32.1% |
| Admin fee / account holder | $20,485 | $10,811+89.5% | $9,312+120.0% | $11,252+82.1% |