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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 | $57,225 | $209,425-72.7% | $178,499-67.9% | $158,966-64.0% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 5.82% | 188.80%-183.0pp | 151.10%-145.3pp | 302.95%-297.1pp |
| Employer contribution / active EE | $4,954 | $5,707-13.2% | $5,011-1.2% | $4,762+4.0% |
| Participant deferral / active EE | $2,805 | $5,955-52.9% | $5,202-46.1% | $5,983-53.1% |
| Admin fee / account holder | $8,653 | $17,078-49.3% | $13,986-38.1% | $11,250-23.1% |