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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 | $74,915 | $217,432-65.5% | $185,851-59.7% | $167,553-55.3% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 3.38% | 148.43%-145.0pp | 122.11%-118.7pp | 478.89%-475.5pp |
| Employer contribution / active EE | $4,240 | $5,874-27.8% | $5,168-18.0% | $4,840-12.4% |
| Participant deferral / active EE | $5,300 | $6,357-16.6% | $5,569-4.8% | $6,343-16.4% |
| Admin fee / account holder | $4,309 | $19,820-78.3% | $16,245-73.5% | $12,316-65.0% |