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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 | $84,068 | $90,489-7.1% | $76,051+10.5% | $145,978-42.4% |
| Participation rate | 52.6% | 74.5%-21.9pp | 69.1%-16.4pp | 80.3%-27.7pp |
| Annual return | 7.94% | 622.78%-614.8pp | 360.42%-352.5pp | 550.52%-542.6pp |
| Employer contribution / active EE | $1,075 | $3,319-67.6% | $2,690-60.0% | $4,662-76.9% |
| Participant deferral / active EE | $2,135 | $5,164-58.7% | $4,257-49.9% | $6,690-68.1% |
| Admin fee / account holder | $1,596 | $8,374-80.9% | $6,416-75.1% | $13,400-88.1% |