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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 | $106,546 | $160,070-33.4% | $147,117-27.6% | $145,897-27.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 7.43% | 98.69%-91.3pp | 420.54%-413.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,341 | $5,285-74.6% | $4,932-72.8% | $4,663-71.2% |
| Participant deferral / active EE | $10,623 | $8,419+26.2% | $8,065+31.7% | $6,689+58.8% |
| Admin fee / account holder | $15,958 | $15,035+6.1% | $12,993+22.8% | $13,390+19.2% |