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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 | $68,805 | $160,070-57.0% | $147,117-53.2% | $145,897-52.8% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 8.87% | 98.69%-89.8pp | 420.54%-411.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,161 | $5,285-59.1% | $4,932-56.2% | $4,663-53.7% |
| Participant deferral / active EE | $5,351 | $8,419-36.4% | $8,065-33.6% | $6,689-20.0% |
| Admin fee / account holder | $5,624 | $15,035-62.6% | $12,993-56.7% | $13,390-58.0% |