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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 | $95,639 | $107,363-10.9% | $92,909+2.9% | $152,897-37.4% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 5.71% | 145.63%-139.9pp | 109.44%-103.7pp | 345.43%-339.7pp |
| Employer contribution / active EE | $1,240 | $4,222-70.6% | $3,653-66.1% | $4,764-74.0% |
| Participant deferral / active EE | $5,199 | $4,848+7.2% | $4,238+22.7% | $5,851-11.1% |
| Admin fee / account holder | $3,059 | $7,082-56.8% | $5,795-47.2% | $11,599-73.6% |