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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 | $90,384 | $175,231-48.4% | $149,696-39.6% | $139,466-35.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 6.38% | 166.77%-160.4pp | 134.46%-128.1pp | 373.66%-367.3pp |
| Employer contribution / active EE | $3,201 | $5,478-41.6% | $4,821-33.6% | $4,754-32.7% |
| Participant deferral / active EE | $2,689 | $6,521-58.8% | $5,682-52.7% | $6,712-59.9% |
| Admin fee / account holder | $1,276 | $16,155-92.1% | $13,212-90.3% | $11,409-88.8% |