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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 | $75,848 | $160,040-52.6% | $147,096-48.4% | $145,877-48.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 8.41% | 98.49%-90.1pp | 419.75%-411.3pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,726 | $5,289-67.4% | $4,936-65.0% | $4,663-63.0% |
| Participant deferral / active EE | $4,720 | $8,429-44.0% | $8,071-41.5% | $6,691-29.4% |
| Admin fee / account holder | $15,787 | $15,050+4.9% | $13,005+21.4% | $13,402+17.8% |