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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 | $84,834 | $149,040-43.1% | $120,225-29.4% | $137,256-38.2% |
| Participation rate | 58.8% | 75.4%-16.6pp | 69.6%-10.8pp | 80.0%-21.1pp |
| Annual return | 5.99% | 605.68%-599.7pp | 439.23%-433.2pp | 220.34%-214.4pp |
| Employer contribution / active EE | $2,637 | $4,350-39.4% | $3,475-24.1% | $4,156-36.5% |
| Participant deferral / active EE | $4,970 | $4,655+6.8% | $3,999+24.3% | $6,407-22.4% |
| Admin fee / account holder | $6,142 | $6,348-3.2% | $5,696+7.8% | $12,270-49.9% |