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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 | $126,063 | $166,242-24.2% | $165,071-23.6% | $145,884-13.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 8.07% | 100.44%-92.4pp | 70.17%-62.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,526 | $5,283-71.1% | $4,347-64.9% | $4,662-67.3% |
| Participant deferral / active EE | $2,905 | $6,964-58.3% | $6,035-51.9% | $6,690-56.6% |
| Admin fee / account holder | $13,793 | $16,658-17.2% | $12,695+8.6% | $13,392+3.0% |