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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 | $54,173 | $157,296-65.6% | $141,191-61.6% | $152,897-64.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 13.77% | 64.34%-50.6pp | 71.41%-57.6pp | 345.43%-331.7pp |
| Employer contribution / active EE | $3,637 | $5,262-30.9% | $4,736-23.2% | $4,764-23.7% |
| Participant deferral / active EE | $9,386 | $7,111+32.0% | $6,710+39.9% | $5,851+60.4% |
| Admin fee / account holder | $45,405 | $12,125+274.5% | $10,264+342.4% | $11,599+291.4% |