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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 | $73,159 | $129,737-43.6% | $119,126-38.6% | $154,746-52.7% |
| Participation rate | 64.3% | 78.9%-14.6pp | 75.8%-11.5pp | 80.7%-16.4pp |
| Annual return | 3.96% | 379.08%-375.1pp | 282.11%-278.1pp | 172.34%-168.4pp |
| Employer contribution / active EE | $2,312 | $4,375-47.2% | $4,034-42.7% | $4,379-47.2% |
| Participant deferral / active EE | $8,184 | $5,842+40.1% | $5,318+53.9% | $6,730+21.6% |
| Admin fee / account holder | $2,854 | $11,961-76.1% | $10,693-73.3% | $14,365-80.1% |