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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 | $91,950 | $159,934-42.5% | $147,005-37.5% | $145,959-37.0% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 6.09% | 98.24%-92.2pp | 418.76%-412.7pp | 561.95%-555.9pp |
| Employer contribution / active EE | $3,189 | $5,287-39.7% | $4,934-35.4% | $4,661-31.6% |
| Participant deferral / active EE | $7,779 | $8,427-7.7% | $8,070-3.6% | $6,689+16.3% |
| Admin fee / account holder | $4,143 | $15,053-72.5% | $13,006-68.1% | $13,398-69.1% |