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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 | $130,146 | $176,120-26.1% | $159,487-18.4% | $167,553-22.3% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 8.10% | 331.95%-323.8pp | 263.71%-255.6pp | 478.89%-470.8pp |
| Employer contribution / active EE | $1,169 | $5,299-77.9% | $4,831-75.8% | $4,840-75.9% |
| Participant deferral / active EE | $3,548 | $7,752-54.2% | $7,354-51.7% | $6,343-44.1% |
| Admin fee / account holder | $1,115 | $12,561-91.1% | $10,804-89.7% | $12,316-91.0% |