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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 | $85,439 | $149,040-42.7% | $120,225-28.9% | $137,256-37.8% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 7.12% | 605.68%-598.6pp | 439.23%-432.1pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,452 | $4,350-43.6% | $3,475-29.4% | $4,156-41.0% |
| Participant deferral / active EE | $5,772 | $4,655+24.0% | $3,999+44.4% | $6,407-9.9% |
| Admin fee / account holder | $5,359 | $6,348-15.6% | $5,696-5.9% | $12,270-56.3% |