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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 | $95,879 | $118,708-19.2% | $98,920-3.1% | $158,966-39.7% |
| Participation rate | 55.6% | 77.8%-22.3pp | 76.0%-20.5pp | 82.0%-26.4pp |
| Annual return | 3.41% | 372.49%-369.1pp | 196.47%-193.1pp | 302.95%-299.5pp |
| Employer contribution / active EE | $2,018 | $3,334-39.5% | $2,689-25.0% | $4,762-57.6% |
| Participant deferral / active EE | $2,422 | $5,089-52.4% | $4,245-42.9% | $5,983-59.5% |
| Admin fee / account holder | $3,185 | $10,134-68.6% | $6,643-52.0% | $11,250-71.7% |