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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 | $100,492 | $183,592-45.3% | $155,574-35.4% | $145,877-31.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 8.39% | 61.37%-53.0pp | 64.87%-56.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,405 | $5,317-73.6% | $4,676-69.9% | $4,663-69.9% |
| Participant deferral / active EE | $3,890 | $6,466-39.8% | $5,629-30.9% | $6,691-41.9% |
| Admin fee / account holder | $9,690 | $19,316-49.8% | $15,914-39.1% | $13,402-27.7% |