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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 | $105,652 | $162,136-34.8% | $152,301-30.6% | $154,746-31.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 0.65% | 91.02%-90.4pp | 80.50%-79.9pp | 172.34%-171.7pp |
| Employer contribution / active EE | $4,263 | $4,890-12.8% | $4,624-7.8% | $4,379-2.7% |
| Participant deferral / active EE | $7,868 | $8,341-5.7% | $8,004-1.7% | $6,730+16.9% |
| Admin fee / account holder | $7,044 | $15,759-55.3% | $14,398-51.1% | $14,365-51.0% |