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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 | $163,313 | $217,432-24.9% | $185,849-12.1% | $167,536-2.5% |
| Participation rate | 43.8% | 86.1%-42.3pp | 81.7%-38.0pp | 82.1%-38.4pp |
| Annual return | 8.72% | 148.42%-139.7pp | 122.10%-113.4pp | 478.82%-470.1pp |
| Employer contribution / active EE | $1,602 | $5,875-72.7% | $5,169-69.0% | $4,839-66.9% |
| Participant deferral / active EE | $5,032 | $6,357-20.8% | $5,569-9.6% | $6,342-20.7% |
| Admin fee / account holder | $4,281 | $19,818-78.4% | $16,244-73.6% | $12,315-65.2% |