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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 | $58,203 | $90,530-35.7% | $76,030-23.4% | $145,897-60.1% |
| Participation rate | 63.2% | 74.4%-11.3pp | 69.1%-5.9pp | 80.3%-17.1pp |
| Annual return | 7.66% | 625.08%-617.4pp | 361.54%-353.9pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,597 | $3,319-51.9% | $2,688-40.6% | $4,663-65.7% |
| Participant deferral / active EE | $5,532 | $5,164+7.1% | $4,257+29.9% | $6,689-17.3% |
| Admin fee / account holder | $1,391 | $8,383-83.4% | $6,421-78.3% | $13,390-89.6% |