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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 | $176,120-45.2% | $159,487-39.5% | $167,553-42.4% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 7.80% | 331.95%-324.1pp | 263.71%-255.9pp | 478.89%-471.1pp |
| Employer contribution / active EE | $1,454 | $5,299-72.6% | $4,831-69.9% | $4,840-70.0% |
| Participant deferral / active EE | $4,327 | $7,752-44.2% | $7,354-41.2% | $6,343-31.8% |
| Admin fee / account holder | $1,359 | $12,561-89.2% | $10,804-87.4% | $12,316-89.0% |