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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 | $69,200 | $107,363-35.5% | $92,909-25.5% | $152,897-54.7% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 9.68% | 145.63%-135.9pp | 109.44%-99.8pp | 345.43%-335.7pp |
| Employer contribution / active EE | $1,752 | $4,222-58.5% | $3,653-52.0% | $4,764-63.2% |
| Participant deferral / active EE | $5,127 | $4,848+5.8% | $4,238+21.0% | $5,851-12.4% |
| Admin fee / account holder | $10,573 | $7,082+49.3% | $5,795+82.5% | $11,599-8.8% |