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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 | $102,138 | $176,105-42.0% | $159,474-36.0% | $167,536-39.0% |
| Participation rate | 22.2% | 85.0%-62.7pp | 82.8%-60.6pp | 82.1%-59.9pp |
| Annual return | 9.72% | 331.91%-322.2pp | 263.68%-254.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $1,022 | $5,299-80.7% | $4,831-78.8% | $4,839-78.9% |
| Participant deferral / active EE | $4,694 | $7,751-39.4% | $7,353-36.2% | $6,342-26.0% |
| Admin fee / account holder | $32,386 | $12,559+157.9% | $10,802+199.8% | $12,315+163.0% |