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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 | $77,918 | $176,120-55.8% | $159,487-51.1% | $167,553-53.5% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 9.31% | 331.95%-322.6pp | 263.71%-254.4pp | 478.89%-469.6pp |
| Employer contribution / active EE | $1,684 | $5,299-68.2% | $4,831-65.1% | $4,840-65.2% |
| Participant deferral / active EE | $4,239 | $7,752-45.3% | $7,354-42.4% | $6,343-33.2% |
| Admin fee / account holder | $18,738 | $12,561+49.2% | $10,804+73.4% | $12,316+52.1% |