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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 | $93,823 | $175,231-46.5% | $149,696-37.3% | $139,466-32.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 4.83% | 166.77%-161.9pp | 134.46%-129.6pp | 373.66%-368.8pp |
| Employer contribution / active EE | $1,263 | $5,478-76.9% | $4,821-73.8% | $4,754-73.4% |
| Participant deferral / active EE | $2,454 | $6,521-62.4% | $5,682-56.8% | $6,712-63.4% |
| Admin fee / account holder | $7,255 | $16,155-55.1% | $13,212-45.1% | $11,409-36.4% |