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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 | $116,064 | $166,131-30.1% | $164,975-29.6% | $145,877-20.4% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.6%-10.4pp | 80.3%-12.1pp |
| Annual return | 8.60% | 100.37%-91.8pp | 70.12%-61.5pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,090 | $5,276-60.4% | $4,343-51.9% | $4,663-55.2% |
| Participant deferral / active EE | $4,658 | $6,962-33.1% | $6,033-22.8% | $6,691-30.4% |
| Admin fee / account holder | $18,465 | $16,648+10.9% | $12,688+45.5% | $13,402+37.8% |