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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 | $58,906 | $198,457-70.3% | $170,435-65.4% | $147,586-60.1% |
| Participation rate | 52.4% | 88.0%-35.6pp | 83.6%-31.2pp | 82.8%-30.4pp |
| Annual return | 7.48% | 257.30%-249.8pp | 205.94%-198.5pp | 578.59%-571.1pp |
| Employer contribution / active EE | $1,478 | $6,183-76.1% | $5,432-72.8% | $4,876-69.7% |
| Participant deferral / active EE | $3,402 | $5,629-39.6% | $4,939-31.1% | $5,439-37.4% |
| Admin fee / account holder | $346 | $16,852-97.9% | $13,881-97.5% | $10,886-96.8% |