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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 | $105,241 | $166,268-36.7% | $165,100-36.3% | $145,897-27.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 7.76% | 100.52%-92.8pp | 70.21%-62.5pp | 552.29%-544.5pp |
| Employer contribution / active EE | $3,909 | $5,284-26.0% | $4,348-10.1% | $4,663-16.2% |
| Participant deferral / active EE | $5,711 | $6,964-18.0% | $6,035-5.4% | $6,689-14.6% |
| Admin fee / account holder | $1,755 | $16,659-89.5% | $12,696-86.2% | $13,390-86.9% |