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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 | $78,598 | $160,070-50.9% | $147,117-46.6% | $145,897-46.1% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 9.67% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,110 | $5,285-60.1% | $4,932-57.2% | $4,663-54.8% |
| Participant deferral / active EE | $4,202 | $8,419-50.1% | $8,065-47.9% | $6,689-37.2% |
| Admin fee / account holder | $7,896 | $15,035-47.5% | $12,993-39.2% | $13,390-41.0% |