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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 | $86,791 | $148,623-41.6% | $135,974-36.2% | $139,466-37.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 11.95% | 79.30%-67.3pp | 68.30%-56.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,170 | $5,246-77.7% | $4,859-75.9% | $4,754-75.4% |
| Participant deferral / active EE | $5,709 | $8,103-29.5% | $7,760-26.4% | $6,712-14.9% |
| Admin fee / account holder | $7,640 | $12,406-38.4% | $10,767-29.0% | $11,409-33.0% |