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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 | $62,216 | $175,257-64.5% | $149,717-58.4% | $139,456-55.4% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 8.78% | 166.70%-157.9pp | 134.41%-125.6pp | 373.45%-364.7pp |
| Employer contribution / active EE | $1,715 | $5,477-68.7% | $4,820-64.4% | $4,753-63.9% |
| Participant deferral / active EE | $5,466 | $6,521-16.2% | $5,682-3.8% | $6,711-18.6% |
| Admin fee / account holder | $464 | $16,156-97.1% | $13,213-96.5% | $11,407-95.9% |