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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 | $95,747 | $175,231-45.4% | $149,696-36.0% | $139,466-31.3% |
| Participation rate | 68.2% | 83.4%-15.2pp | 78.8%-10.6pp | 80.3%-12.2pp |
| Annual return | 10.10% | 166.77%-156.7pp | 134.46%-124.4pp | 373.66%-363.6pp |
| Employer contribution / active EE | $1,552 | $5,478-71.7% | $4,821-67.8% | $4,754-67.4% |
| Participant deferral / active EE | $4,950 | $6,521-24.1% | $5,682-12.9% | $6,712-26.3% |
| Admin fee / account holder | $2,173 | $16,155-86.6% | $13,212-83.6% | $11,409-81.0% |