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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 | $104,140 | $183,592-43.3% | $155,574-33.1% | $145,877-28.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.63% | 61.37%-53.7pp | 64.87%-57.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,053 | $5,317-80.2% | $4,676-77.5% | $4,663-77.4% |
| Participant deferral / active EE | $3,722 | $6,466-42.4% | $5,629-33.9% | $6,691-44.4% |
| Admin fee / account holder | $6,209 | $19,316-67.9% | $15,914-61.0% | $13,402-53.7% |