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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 | $22,047 | $160,070-86.2% | $147,117-85.0% | $145,897-84.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 2.32% | 98.69%-96.4pp | 420.54%-418.2pp | 552.29%-550.0pp |
| Employer contribution / active EE | $1,749 | $5,285-66.9% | $4,932-64.5% | $4,663-62.5% |
| Participant deferral / active EE | $2,802 | $8,419-66.7% | $8,065-65.3% | $6,689-58.1% |
| Admin fee / account holder | $3,306 | $15,035-78.0% | $12,993-74.6% | $13,390-75.3% |