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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 | $119,528 | $111,785+6.9% | $93,669+27.6% | $145,877-18.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 7.03% | 203.79%-196.8pp | 133.59%-126.6pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,746 | $3,096-43.6% | $2,424-27.9% | $4,663-62.6% |
| Participant deferral / active EE | $5,073 | $4,919+3.1% | $4,416+14.9% | $6,691-24.2% |
| Admin fee / account holder | $13,756 | $10,256+34.1% | $8,291+65.9% | $13,402+2.6% |