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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 | $51,253 | $88,702-42.2% | $81,780-37.3% | $145,978-64.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 9.38% | 1029.12%-1019.7pp | 776.27%-766.9pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,870 | $3,084-39.4% | $2,914-35.8% | $4,662-59.9% |
| Participant deferral / active EE | $5,066 | $4,645+9.1% | $4,321+17.3% | $6,690-24.3% |
| Admin fee / account holder | $1,780 | $8,414-78.9% | $7,384-75.9% | $13,400-86.7% |