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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 | $105,733 | $166,020-36.3% | $164,866-35.9% | $145,959-27.6% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.6%-31.5pp | 80.3%-33.2pp |
| Annual return | 8.53% | 100.08%-91.5pp | 69.97%-61.4pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,106 | $5,275-60.1% | $4,343-51.5% | $4,661-54.8% |
| Participant deferral / active EE | $3,486 | $6,961-49.9% | $6,033-42.2% | $6,689-47.9% |
| Admin fee / account holder | $971 | $16,644-94.2% | $12,689-92.4% | $13,398-92.8% |