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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 | $76,801 | $175,257-56.2% | $149,717-48.7% | $139,456-44.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 8.49% | 166.70%-158.2pp | 134.41%-125.9pp | 373.45%-365.0pp |
| Employer contribution / active EE | $1,088 | $5,477-80.1% | $4,820-77.4% | $4,753-77.1% |
| Participant deferral / active EE | $13,208 | $6,521+102.5% | $5,682+132.5% | $6,711+96.8% |
| Admin fee / account holder | $1,381 | $16,156-91.5% | $13,213-89.6% | $11,407-87.9% |