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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 | $72,771 | $175,257-58.5% | $149,717-51.4% | $139,456-47.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 4.51% | 166.70%-162.2pp | 134.41%-129.9pp | 373.45%-368.9pp |
| Employer contribution / active EE | $5,713 | $5,477+4.3% | $4,820+18.5% | $4,753+20.2% |
| Participant deferral / active EE | $10,337 | $6,521+58.5% | $5,682+81.9% | $6,711+54.0% |
| Admin fee / account holder | $2,942 | $16,156-81.8% | $13,213-77.7% | $11,407-74.2% |