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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 | $95,465 | $152,619-37.4% | $125,195-23.7% | $152,909-37.6% |
| Participation rate | 68.4% | 83.3%-14.9pp | 79.8%-11.4pp | 82.5%-14.0pp |
| Annual return | 5.29% | 54.85%-49.6pp | 43.79%-38.5pp | 345.46%-340.2pp |
| Employer contribution / active EE | $1,650 | $4,947-66.7% | $3,866-57.3% | $4,764-65.4% |
| Participant deferral / active EE | $3,317 | $5,869-43.5% | $4,937-32.8% | $5,851-43.3% |
| Admin fee / account holder | $19,746 | $13,437+46.9% | $9,704+103.5% | $11,601+70.2% |