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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 | $99,526 | $157,304-36.7% | $141,197-29.5% | $152,909-34.9% |
| Participation rate | 56.5% | 84.8%-28.3pp | 82.5%-26.0pp | 82.5%-25.9pp |
| Annual return | 13.88% | 64.34%-50.5pp | 71.41%-57.5pp | 345.46%-331.6pp |
| Employer contribution / active EE | $2,283 | $5,263-56.6% | $4,736-51.8% | $4,764-52.1% |
| Participant deferral / active EE | $5,674 | $7,111-20.2% | $6,710-15.4% | $5,851-3.0% |
| Admin fee / account holder | $12,222 | $12,126+0.8% | $10,265+19.1% | $11,601+5.4% |