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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 | $56,104 | $175,257-68.0% | $149,717-62.5% | $139,456-59.8% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 9.95% | 166.70%-156.7pp | 134.41%-124.5pp | 373.45%-363.5pp |
| Employer contribution / active EE | $1,554 | $5,477-71.6% | $4,820-67.7% | $4,753-67.3% |
| Participant deferral / active EE | $8,641 | $6,521+32.5% | $5,682+52.1% | $6,711+28.8% |
| Admin fee / account holder | $1,380 | $16,156-91.5% | $13,213-89.6% | $11,407-87.9% |