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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 | $113,711 | $105,210+8.1% | $159,487-28.7% | $85,851+32.5% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.8%-19.0pp | 69.3%-5.5pp |
| Annual return | 9.58% | 45.08%-35.5pp | 263.71%-254.1pp | 318.63%-309.1pp |
| Employer contribution / active EE | $683 | $3,319-79.4% | $4,831-85.9% | $2,565-73.4% |
| Participant deferral / active EE | $3,845 | $5,946-35.3% | $7,354-47.7% | $3,952-2.7% |
| Admin fee / account holder | $25,463 | $6,934+267.2% | $10,804+135.7% | $6,261+306.7% |