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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 | $120,753 | $202,345-40.3% | $172,755-30.1% | $152,885-21.0% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.5%-26.2pp |
| Annual return | 8.86% | 1029.77%-1020.9pp | 802.94%-794.1pp | 345.39%-336.5pp |
| Employer contribution / active EE | $1,790 | $5,858-69.4% | $5,144-65.2% | $4,763-62.4% |
| Participant deferral / active EE | $3,258 | $5,948-45.2% | $5,198-37.3% | $5,851-44.3% |
| Admin fee / account holder | $1,480 | $17,111-91.4% | $13,955-89.4% | $11,598-87.2% |