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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 | $110,279 | $209,425-47.3% | $178,499-38.2% | $158,966-30.6% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 5.94% | 188.80%-182.9pp | 151.10%-145.2pp | 302.95%-297.0pp |
| Employer contribution / active EE | $1,544 | $5,707-73.0% | $5,011-69.2% | $4,762-67.6% |
| Participant deferral / active EE | $4,608 | $5,955-22.6% | $5,202-11.4% | $5,983-23.0% |
| Admin fee / account holder | $741 | $17,078-95.7% | $13,986-94.7% | $11,250-93.4% |