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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 | $116,406 | $157,276-26.0% | $141,177-17.5% | $152,885-23.9% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 14.08% | 64.33%-50.3pp | 71.40%-57.3pp | 345.39%-331.3pp |
| Employer contribution / active EE | $1,651 | $5,262-68.6% | $4,736-65.1% | $4,763-65.3% |
| Participant deferral / active EE | $3,627 | $7,110-49.0% | $6,710-46.0% | $5,851-38.0% |
| Admin fee / account holder | $50,901 | $12,123+319.9% | $10,263+396.0% | $11,598+338.9% |