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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 | $78,063 | $175,231-55.5% | $149,696-47.9% | $139,466-44.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 7.57% | 166.77%-159.2pp | 134.46%-126.9pp | 373.66%-366.1pp |
| Employer contribution / active EE | $5,715 | $5,478+4.3% | $4,821+18.6% | $4,754+20.2% |
| Participant deferral / active EE | $3,413 | $6,521-47.7% | $5,682-39.9% | $6,712-49.1% |
| Admin fee / account holder | $2,465 | $16,155-84.7% | $13,212-81.3% | $11,409-78.4% |