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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 | $207,631 | $148,623+39.7% | $135,974+52.7% | $139,466+48.9% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 5.85% | 79.30%-73.4pp | 68.30%-62.5pp | 373.66%-367.8pp |
| Employer contribution / active EE | $1,158 | $5,246-77.9% | $4,859-76.2% | $4,754-75.6% |
| Participant deferral / active EE | $4,244 | $8,103-47.6% | $7,760-45.3% | $6,712-36.8% |
| Admin fee / account holder | $420 | $12,406-96.6% | $10,767-96.1% | $11,409-96.3% |