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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 | $69,166 | $160,040-56.8% | $147,096-53.0% | $145,877-52.6% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 8.94% | 98.49%-89.6pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,493 | $5,289-52.9% | $4,936-49.5% | $4,663-46.5% |
| Participant deferral / active EE | $3,790 | $8,429-55.0% | $8,071-53.0% | $6,691-43.4% |
| Admin fee / account holder | $5,398 | $15,050-64.1% | $13,005-58.5% | $13,402-59.7% |