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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 | $162,529-47.4% | $130,788-34.7% | $154,746-44.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 7.12% | 510.48%-503.4pp | 386.44%-379.3pp | 172.34%-165.2pp |
| Employer contribution / active EE | $2,452 | $4,447-44.9% | $3,558-31.1% | $4,379-44.0% |
| Participant deferral / active EE | $5,772 | $4,808+20.0% | $4,137+39.5% | $6,730-14.2% |
| Admin fee / account holder | $5,359 | $7,669-30.1% | $6,673-19.7% | $14,365-62.7% |