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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 | $106,596 | $176,105-39.5% | $159,474-33.2% | $167,536-36.4% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 9.89% | 331.91%-322.0pp | 263.68%-253.8pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,713 | $5,299-67.7% | $4,831-64.5% | $4,839-64.6% |
| Participant deferral / active EE | $3,222 | $7,751-58.4% | $7,353-56.2% | $6,342-49.2% |
| Admin fee / account holder | $836 | $12,559-93.3% | $10,802-92.3% | $12,315-93.2% |