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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 | $96,478 | $176,071-45.2% | $159,450-39.5% | $167,497-42.4% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 7.80% | 331.79%-324.0pp | 263.60%-255.8pp | 478.62%-470.8pp |
| Employer contribution / active EE | $1,454 | $5,298-72.6% | $4,830-69.9% | $4,838-69.9% |
| Participant deferral / active EE | $4,327 | $7,750-44.2% | $7,352-41.1% | $6,341-31.8% |
| Admin fee / account holder | $1,359 | $12,555-89.2% | $10,800-87.4% | $12,310-89.0% |