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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 | $94,692 | $160,028-40.8% | $147,080-35.6% | $145,884-35.1% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 7.57% | 98.60%-91.0pp | 420.17%-412.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $3,011 | $5,286-43.0% | $4,933-39.0% | $4,662-35.4% |
| Participant deferral / active EE | $4,497 | $8,422-46.6% | $8,066-44.3% | $6,690-32.8% |
| Admin fee / account holder | $4,590 | $15,030-69.5% | $12,989-64.7% | $13,392-65.7% |