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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 | $118,323 | $183,592-35.6% | $155,574-23.9% | $145,877-18.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.78% | 61.37%-54.6pp | 64.87%-58.1pp | 551.28%-544.5pp |
| Employer contribution / active EE | $3,806 | $5,317-28.4% | $4,676-18.6% | $4,663-18.4% |
| Participant deferral / active EE | $8,349 | $6,466+29.1% | $5,629+48.3% | $6,691+24.8% |
| Admin fee / account holder | $13,188 | $19,316-31.7% | $15,914-17.1% | $13,402-1.6% |