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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 | $98,370 | $100,073-1.7% | $85,126+15.6% | $145,877-32.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.64% | 84.11%-77.5pp | 66.63%-60.0pp | 551.28%-544.6pp |
| Employer contribution / active EE | $1,477 | $3,236-54.4% | $2,731-45.9% | $4,663-68.3% |
| Participant deferral / active EE | $3,139 | $5,294-40.7% | $4,523-30.6% | $6,691-53.1% |
| Admin fee / account holder | $414 | $7,261-94.3% | $6,160-93.3% | $13,402-96.9% |