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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 | $100,003 | $183,516-45.5% | $155,534-35.7% | $145,884-31.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.21% | 61.43%-54.2pp | 64.92%-57.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,726 | $5,315-67.5% | $4,675-63.1% | $4,662-63.0% |
| Participant deferral / active EE | $9,177 | $6,467+41.9% | $5,630+63.0% | $6,690+37.2% |
| Admin fee / account holder | $22,885 | $19,293+18.6% | $15,900+43.9% | $13,392+70.9% |