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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 | $125,383 | $72,071+74.0% | $68,368+83.4% | $137,256-8.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 5.08% | 353.14%-348.1pp | 292.57%-287.5pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,321 | $2,788-52.6% | $2,649-50.1% | $4,156-68.2% |
| Participant deferral / active EE | $5,046 | $4,410+14.4% | $4,123+22.4% | $6,407-21.2% |
| Admin fee / account holder | $2,190 | $5,336-59.0% | $5,150-57.5% | $12,270-82.2% |