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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 | $64,213 | $105,210-39.0% | $159,487-59.7% | $85,851-25.2% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.8%-24.2pp | 69.3%-10.7pp |
| Annual return | 11.19% | 45.08%-33.9pp | 263.71%-252.5pp | 318.63%-307.4pp |
| Employer contribution / active EE | $4,547 | $3,319+37.0% | $4,831-5.9% | $2,565+77.2% |
| Participant deferral / active EE | $5,338 | $5,946-10.2% | $7,354-27.4% | $3,952+35.1% |
| Admin fee / account holder | $346 | $6,934-95.0% | $10,804-96.8% | $6,261-94.5% |