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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 | $69,472 | $217,432-68.0% | $185,849-62.6% | $167,536-58.5% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 4.31% | 148.42%-144.1pp | 122.10%-117.8pp | 478.82%-474.5pp |
| Employer contribution / active EE | $8,304 | $5,875+41.4% | $5,169+60.7% | $4,839+71.6% |
| Participant deferral / active EE | $3,769 | $6,357-40.7% | $5,569-32.3% | $6,342-40.6% |
| Admin fee / account holder | $5,259 | $19,818-73.5% | $16,244-67.6% | $12,315-57.3% |