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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 | $127,835 | $176,105-27.4% | $159,474-19.8% | $167,536-23.7% |
| Participation rate | 60.9% | 85.0%-24.1pp | 82.8%-22.0pp | 82.1%-21.2pp |
| Annual return | 9.89% | 331.91%-322.0pp | 263.68%-253.8pp | 478.82%-468.9pp |
| Employer contribution / active EE | $2,725 | $5,299-48.6% | $4,831-43.6% | $4,839-43.7% |
| Participant deferral / active EE | $4,830 | $7,751-37.7% | $7,353-34.3% | $6,342-23.8% |
| Admin fee / account holder | $1,759 | $12,559-86.0% | $10,802-83.7% | $12,315-85.7% |