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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 | $89,809 | $112,131-19.9% | $95,964-6.4% | $158,982-43.5% |
| Participation rate | 57.9% | 79.0%-21.1pp | 77.1%-19.2pp | 82.0%-24.1pp |
| Annual return | 4.98% | 171.19%-166.2pp | 91.64%-86.7pp | 302.99%-298.0pp |
| Employer contribution / active EE | $925 | $3,199-71.1% | $2,541-63.6% | $4,763-80.6% |
| Participant deferral / active EE | $2,608 | $4,784-45.5% | $4,167-37.4% | $5,983-56.4% |
| Admin fee / account holder | $16,704 | $10,136+64.8% | $6,797+145.7% | $11,252+48.5% |