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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 | $157,264 | $176,077-10.7% | $159,455-1.4% | $167,518-6.1% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 7.48% | 331.83%-324.4pp | 263.63%-256.1pp | 478.71%-471.2pp |
| Employer contribution / active EE | $3,018 | $5,298-43.0% | $4,830-37.5% | $4,838-37.6% |
| Participant deferral / active EE | $5,992 | $7,751-22.7% | $7,353-18.5% | $6,342-5.5% |
| Admin fee / account holder | $1,742 | $12,556-86.1% | $10,800-83.9% | $12,312-85.9% |