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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 | $113,038 | $217,432-48.0% | $185,849-39.2% | $167,536-32.5% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 8.66% | 148.42%-139.8pp | 122.10%-113.4pp | 478.82%-470.2pp |
| Employer contribution / active EE | $1,258 | $5,875-78.6% | $5,169-75.7% | $4,839-74.0% |
| Participant deferral / active EE | $3,197 | $6,357-49.7% | $5,569-42.6% | $6,342-49.6% |
| Admin fee / account holder | $6,266 | $19,818-68.4% | $16,244-61.4% | $12,315-49.1% |