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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 | $159,934-57.0% | $147,005-53.2% | $145,959-52.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 8.87% | 98.24%-89.4pp | 418.76%-409.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,161 | $5,287-59.1% | $4,934-56.2% | $4,661-53.6% |
| Participant deferral / active EE | $5,351 | $8,427-36.5% | $8,070-33.7% | $6,689-20.0% |
| Admin fee / account holder | $5,624 | $15,053-62.6% | $13,006-56.8% | $13,398-58.0% |