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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 | $124,893 | $183,516-31.9% | $155,534-19.7% | $145,884-14.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.89% | 61.43%-55.5pp | 64.92%-59.0pp | 551.85%-546.0pp |
| Employer contribution / active EE | $2,166 | $5,315-59.3% | $4,675-53.7% | $4,662-53.6% |
| Participant deferral / active EE | $22,090 | $6,467+241.6% | $5,630+292.3% | $6,690+230.2% |
| Admin fee / account holder | $522 | $19,293-97.3% | $15,900-96.7% | $13,392-96.1% |