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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 | $61,383 | $105,200-41.7% | $159,474-61.5% | $85,847-28.5% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 11.81% | 45.08%-33.3pp | 263.68%-251.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $5,147 | $3,319+55.1% | $4,831+6.5% | $2,565+100.6% |
| Participant deferral / active EE | $11,148 | $5,946+87.5% | $7,353+51.6% | $3,952+182.1% |
| Admin fee / account holder | $9,090 | $6,934+31.1% | $10,802-15.8% | $6,261+45.2% |