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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 | $62,155 | $175,259-64.5% | $149,723-58.5% | $139,487-55.4% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 8.98% | 166.82%-157.8pp | 134.50%-125.5pp | 373.84%-364.9pp |
| Employer contribution / active EE | $1,792 | $5,478-67.3% | $4,821-62.8% | $4,755-62.3% |
| Participant deferral / active EE | $3,898 | $6,522-40.2% | $5,682-31.4% | $6,713-41.9% |
| Admin fee / account holder | $2,964 | $16,158-81.7% | $13,215-77.6% | $11,407-74.0% |