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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 | $53,104 | $176,105-69.8% | $159,474-66.7% | $167,536-68.3% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 9.63% | 331.91%-322.3pp | 263.68%-254.0pp | 478.82%-469.2pp |
| Employer contribution / active EE | $1,535 | $5,299-71.0% | $4,831-68.2% | $4,839-68.3% |
| Participant deferral / active EE | $4,376 | $7,751-43.5% | $7,353-40.5% | $6,342-31.0% |
| Admin fee / account holder | $600 | $12,559-95.2% | $10,802-94.4% | $12,315-95.1% |