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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 | $98,417 | $183,978-46.5% | $162,171-39.3% | $152,885-35.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 11.25% | 150.78%-139.5pp | 115.60%-104.4pp | 345.39%-334.1pp |
| Employer contribution / active EE | $5,860 | $6,370-8.0% | $5,613+4.4% | $4,763+23.0% |
| Participant deferral / active EE | $4,682 | $8,033-41.7% | $7,297-35.8% | $5,851-20.0% |
| Admin fee / account holder | $1,489 | $13,122-88.7% | $10,843-86.3% | $11,598-87.2% |