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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 | $71,485 | $176,077-59.4% | $159,455-55.2% | $167,518-57.3% |
| Participation rate | 58.8% | 84.9%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 7.80% | 331.83%-324.0pp | 263.63%-255.8pp | 478.71%-470.9pp |
| Employer contribution / active EE | $1,581 | $5,298-70.2% | $4,830-67.3% | $4,838-67.3% |
| Participant deferral / active EE | $3,309 | $7,751-57.3% | $7,353-55.0% | $6,342-47.8% |
| Admin fee / account holder | $1,426 | $12,556-88.6% | $10,800-86.8% | $12,312-88.4% |