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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 | $134,817-45.7% | $123,973-41.0% | $155,188-52.9% |
| Participation rate | 64.3% | 79.4%-15.1pp | 76.7%-12.4pp | 80.8%-16.5pp |
| Annual return | 3.96% | 515.49%-511.5pp | 388.13%-384.2pp | 148.84%-144.9pp |
| Employer contribution / active EE | $2,312 | $4,425-47.8% | $4,126-44.0% | $4,248-45.6% |
| Participant deferral / active EE | $8,184 | $5,706+43.4% | $5,247+56.0% | $6,531+25.3% |
| Admin fee / account holder | $2,854 | $13,245-78.4% | $11,799-75.8% | $14,480-80.3% |