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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 | $63,693 | $175,257-63.7% | $149,717-57.5% | $139,456-54.3% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.6pp | 80.3%-15.1pp |
| Annual return | 5.29% | 166.70%-161.4pp | 134.41%-129.1pp | 373.45%-368.2pp |
| Employer contribution / active EE | $4,361 | $5,477-20.4% | $4,820-9.5% | $4,753-8.2% |
| Participant deferral / active EE | $9,295 | $6,521+42.5% | $5,682+63.6% | $6,711+38.5% |
| Admin fee / account holder | $4,032 | $16,156-75.0% | $13,213-69.5% | $11,407-64.7% |