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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 | $104,307 | $157,296-33.7% | $141,191-26.1% | $152,897-31.8% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 9.08% | 64.34%-55.3pp | 71.41%-62.3pp | 345.43%-336.4pp |
| Employer contribution / active EE | $2,291 | $5,262-56.5% | $4,736-51.6% | $4,764-51.9% |
| Participant deferral / active EE | $8,292 | $7,111+16.6% | $6,710+23.6% | $5,851+41.7% |
| Admin fee / account holder | $1,927 | $12,125-84.1% | $10,264-81.2% | $11,599-83.4% |