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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 | $95,818 | $175,231-45.3% | $149,696-36.0% | $139,466-31.3% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 8.57% | 166.77%-158.2pp | 134.46%-125.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $2,078 | $5,478-62.1% | $4,821-56.9% | $4,754-56.3% |
| Participant deferral / active EE | $7,441 | $6,521+14.1% | $5,682+31.0% | $6,712+10.9% |
| Admin fee / account holder | $12,130 | $16,155-24.9% | $13,212-8.2% | $11,409+6.3% |