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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 | $98,442 | $183,516-46.4% | $155,534-36.7% | $145,884-32.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 4.01% | 61.43%-57.4pp | 64.92%-60.9pp | 551.85%-547.8pp |
| Employer contribution / active EE | $26,286 | $5,315+394.6% | $4,675+462.3% | $4,662+463.8% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,630+80.6% | $6,690+52.0% |
| Admin fee / account holder | $467 | $19,293-97.6% | $15,900-97.1% | $13,392-96.5% |