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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 | $56,185 | $159,934-64.9% | $147,005-61.8% | $145,959-61.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 8.50% | 98.24%-89.7pp | 418.76%-410.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $2,211 | $5,287-58.2% | $4,934-55.2% | $4,661-52.6% |
| Participant deferral / active EE | $3,943 | $8,427-53.2% | $8,070-51.1% | $6,689-41.1% |
| Admin fee / account holder | $7,343 | $15,053-51.2% | $13,006-43.5% | $13,398-45.2% |