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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 | $118,733 | $160,070-25.8% | $147,117-19.3% | $145,897-18.6% |
| Participation rate | 27.3% | 84.0%-56.8pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 8.63% | 98.69%-90.1pp | 420.54%-411.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,054 | $5,285-80.1% | $4,932-78.6% | $4,663-77.4% |
| Participant deferral / active EE | $4,742 | $8,419-43.7% | $8,065-41.2% | $6,689-29.1% |
| Admin fee / account holder | $1,757 | $15,035-88.3% | $12,993-86.5% | $13,390-86.9% |